James J. Lukezic: A Relied Wealth Management and Financial Consulting Name
It takes a long time to establish a reputation as strong and consistent as that of James J. Lukezic in the complicated world of financial planning and investment management. Lukezic has more than 20 years of experience in the industry and is well-known for his extensive knowledge of retirement plan consulting, fiduciary services and institutional investment strategy. His efforts have assisted companies, non-profits, and wealthy individuals make informed diverse decisions when dealing with finances. An Experience Based Background James J. Lukezic entered the field of finance having gained a sound educational background in economics and business. He has spent the past years working in some of the most renowned financial institutions in the country where he developed his expertise in the field of regulatory compliance, portfolio strategy, and asset protection. It is his specific interest in ERISA-regulated retirement plans (such as 401(k) and defined benefit plans) that have rendered him...