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Scott L

CFP®, Series 66

Greensburg, PA

Creative Financial Designs, Inc.

Scott Lucas is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Financial Designs, Inc. He previously worked at Touchstone Capital, Inc. and Commonwealth Financial Network, and has managed his own firm, Lucas Wealth Management LLC, specializing in Medicare insurance consulting and sales. In addition to his advisory work, he is the managing partner of Firm Foundations Financial Group, LLC, where he oversees operations and provides investment and financial advice. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs asset-class model allocations aligned with five risk objectives and offers strategies including Biblically Responsible Investing, supported by an Executive Investment Committee and third-party research.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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