Dominic M. Lucente
Certified Financial Planner TM
CFP (R), RFC (R)
Bellwether Community Credit Union offers members access to Dominic M. Lucente, a CERTIFIED FINANCIAL PLANNER™ practitioner with Northeast Planning Associates, Inc. Dedicated to serving the investment and financial needs of individuals, families, and businesses, he offers holistic, objective planning advice and access to a wide variety of products and services.
Dominic believes in building long-term relationships and partners with his client in all aspects of their financial lives, with the goal of providing them the freedom to spend their time doing the things they love.
With nearly 20 years of experience in financial advising, Dominic offers retirement planning, investment strategies, insurance, and estate planning. Additionally, as an affiliate of NPA's network of specialists, he works with small business clients, offering an array of customized financial solutions, allowing business owners to spend less time on these important details and more time growing their business.
A CFP® since 2007, Dominic combines extensive practical experience combined with rigorous academic study which allows him to distill complex financial matters for a relaxed and informed financial planning process. He currently holds Series 6, 7, 24, 63 and 65 securities registrations through LPL Financial. Dominic earned his Bachelor of Science degree from Maranatha Baptist Bible College.
Dominic resides in Bow, NH with his wife, Meredith and two sons, Jack and Elliot. Active in his community, he served on the budget committee for the Town of Bow for several years. Dominic stays active in his local church and participate in several charitable causes, including Make-a-Wish and the Greater Manchester PMC Kids Ride. When away from the office you can find Dominic following his sons' sporting events and making memories with family at the lake.
For more information about Dominic and his services, visit his website at www.dlucente.com.
Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. Insurance products offered through NPA, LPL Financial or its licensed affiliates. The credit union, NPA, and LPL Financial are not affiliated. The investment products sold through LPL Financial are not insured credit union deposits and are not NCUA insured. These products are not obligations of the credit union and are not endorsed, recommended or guaranteed by credit union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss or transact securities business with residents of the following states: AZ, FL, MA, ME, NC, NH, NV, OK, SC, and VT.
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