Team
Debra Lutz
Founding Partner - Office Manager (retired)
619-309-4206
Debbie was a Founding Partner of this great firm and shepherded it for over 30 years. Her infectious energy and dedication to our clients still stands as the blueprint for our administrative processes and success. We would not be here...
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Diana McCauley
Office Manager
619-309-4206
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.
John Lutz
Founding Partner - Wealth Advisor (retired)
619-309-4206
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...