About Richard H Luc

Richard H Luc is dedicated to helping individuals and businesses achieve their financial goals. With years of experience and expertise, my team and I can provide personalized solutions tailored to your unique needs.

Born in and raised outside Boston, Massachusetts, Richard spent the past 15 years helping his parents manage a few successful Japanese restaurants in the Greater Bangor, Maine area. He graduated summa cum laude from The University of Maine with Dual Bachelors of Science (BSc) Degrees in Biology & Microbiology, Master of Science (MSc) Degree in Microbiology, and Master of Business Administration (MBA) Degree with a concentration in Management.

Richard had two rescue dogs, Hayden and Nugget, but unfortunately Nugget passed away in April 2023. On his free time, he enjoys spending as much time as he can with his remaining rescue dog, Hayden. Richard also enjoys spending time with family and friends, meeting new people, reading and music, trying new foods, and experiencing different cultures. He loves traveling and everything related to nature - hiking, camping, canoeing - and helping others whenever he can.

Currently, he is employed with Brand & Associates as a Financial Coach. Richard is also a Notary Public for the Commonwealth of Massachusetts, a certified Personal Trainer (ISSA), an Ordained Minister through American Marriage Ministries (AMA), and is in the process of obtaining his real estate salesperson license in Massachusetts.

CURRENT LICENSES/CERTIFICATIONS

  • Life Insurance License - Commonwealth of Massachusetts

  • FINRA Securities Industry Essentials (SIE) Credentials - IN PROGRESS

  • FINRA Series 6/63/26 Securities Licenses - IN PROGRESS

  • Notary Public - Commonwealth of Massachusetts

  • Real Estate Agent - Salesperson License - Commonwealth of Massachusetts - IN PROGRESS

  • Certified Personal Trainer - International Sports Sciences Association (ISSA)

  • Ordained Minister - American Marriage Ministries (AMA)

My Principles

We prioritize honesty, transparency, and building long-lasting relationships with our clients. Trust is the foundation of our business.

Education and Empowerment

Personalized Solutions

Integrity and Trust

We understand that every individual has unique financial goals and challenges. Our team is dedicated to providing tailored solutions that meet your specific needs.

We believe in empowering our clients with the knowledge and tools they need to make informed financial decisions. Education is key to achieving financial independence.

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woman in blue denim jeans and white sweater sitting on gray sofa
Charlie
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woman wearing black scoop-neck long-sleeved shirt
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woman looking back while smiling
Robin

Meet the best team ever

Co-founder

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man standing near white wall
Blake

Founder

Co-founder

Alex

Co-founder

Contact Me