Broker Check

Team

Debra Lutz

Founding Partner - Office Manager (retired)

619-309-4205

619-309-4206

debra@lutzwealthadvisors.com

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Diana McCauley

Office Manager

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 Osaic Wealth.

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Ian Lutz

Administrative Assistant

619-309-4264

619-309-4206

ian@lutzwealthadvisors.com

Joe Lutz

President - Wealth Advisor

619-309-4263

619-309-4206

joe@lutzwealthadvisors.com

Mobile Phone: 619-871-6066

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John Lutz

Founding Partner - Wealth Advisor (retired)

619-309-4262

619-309-4206

john@lutzwealthadvisors.com

John started this wonderful practice in 1972, first as a life insurance agent eventually adding investments and financial planning to his services over the years.  Debbie joined the practice in 1991 and served as the Office...

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