Clayton Lucas | Operations Associate | Life By Design CA

Clayton Lucas FPQP®

Operations Associate

Operations Associate
Financial Paraplanner Qualified ProfessionalSM

Team Member since March 2015

Clayton is working hard behind-the-scenes processing and cashiering distributions, maintaining digital documents, and overseeing client online access.

He holds the designation of Financial Paraplanner Qualified ProfessionalSM.

Passions & Purpose

  • My wonderful family
  • The great outdoors- hiking, fishing, etc.
  • Craft Beer
  • Major League Baseball- San Diego Padres!