Broker Check

Team

Diana McCauley

Executive Administrative Assistant

619-309-4442

619-309-4206

diana@lutzwealthadvisors.com

Diana joined Lutz Wealth Advisors in 2017 with a wealth of experience in our industry. Her wonderful demeanor and great work ethic are true assets to our firm and clients. Diana McCauley is not registered with SagePoint Financial.

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Joe Lutz

Certified Financial Planner

619-309-4263

619-309-4206

joe@lutzwealthadvisors.com

Mobile Phone: 619-871-6066

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John Lutz

Chartered Financial Consultant

619-309-4262

619-309-4206

john@lutzwealthadvisors.com

Mobile Phone: 619-840-1997

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