Northeast Planning Associates, Inc
Dominic M. Lucente
Certified Financial Planner TM
CFP (R), RFC (R)
Dominic M. Lucente, a New Hampshire native, seeks to provide exceptional care and service while helping his clients work toward financial freedom and independence through establishing clear goals to help grow and preserve their wealth.
Dominic earned a Bachelors of Science Degree from Maranatha Baptist Bible College in Wisconsin, where he majored in Business Management. He has continued his professional education by completing all coursework at Merrimack College toward his designation as a CERTIFIED FINANCIAL PLANNER™, Practitioner, and he has done specific coursework on retirement and estate planning towards becoming an LUTC Fellow. Dominic began his career with Prudential Financial as a registered representative and joined Northeast Planning after several years as an independent advisor for American Portfolios.
Dominic holds the following securities licenses; Series 6 (Limited Securities Representative); Series 7 (General Securities Representative); Series 24 (General Securities Principal); Series 63 (Uniform Securities/Blue Sky Laws); and Series 65 (Uniform Investor Advisor Law) with LPL Financial.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Dominic is able to educate his clients to help them prepare to work toward financial independence, and then manage their resources after retirement. He does this by focusing on helping build wealth through tax favorable investment strategies that reflect the personal outlook and aspirations of each individual client.
Throughout his career, Dominic has developed the experience to work with his clients to construct a well-rounded plan that best suits their financial objectives. Once the plan is agreed on and put into action, he meets with his clients to review their financial situations and ensures the plan is working toward their expectations.
As a financial planner with Northeast Planning Associates, Inc., Dominic is able to develop custom financial plans, and provide clients access to stocks, bonds, mutual funds, and other investment opportunities, which will enable him to implement, and fund their individual plan. Dominic works independently and offers his service at Bellwether Community Credit Union.*
Dominic is a resident of Bow, New Hampshire where he resides with his wife Meredith and son Jack. He is active in his church and the community, and he has run the Drunk Driving Program for the Governor’s New Hampshire Highway Safety Agency along with serving as the Town Chair for the Presidential Campaign.
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Financial Planners offer advisory services through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, member FINRA/SIPC. Not NCUA Insured, No Credit Union Guarantee, May Lose Value. Bellwether Community Credit Union, NPA and LPL Financial are not affiliated.