The Best Life extension strategies in Tahoe City, California

Jonathan A Lucas is a financial advisor at Ameriprise Financial Services, LLC located at 2690 Lake Forest Road in Tahoe City, California, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Jonathan is dedicated to providing comprehensive financial planning services to individuals and small business owners, with a focus on asset management, retirement planning, estate planning, and risk management. With his extensive knowledge and expertise in various areas of finance, Jonathan is committed to helping his clients achieve their financial goals and secure their financial future.

Welcome to Newhouse & Associates, your trusted real estate agency located at 3121 Park Avenue, Soquel, California. We are dedicated to connecting, advising, and problem-solving to create a network of strong relationships in the real estate industry. Our commitment to timely communication, transparency, and a proactive approach sets us apart as a trusted property manager, sales agent, and investor partner. Founded by Sarah, who returned to her roots in Aptos, CA, after a 12-year stint in South Lake Tahoe, Newhouse & Associates was born out of a passion for forming and maintaining meaningful relationships through real estate. Sarah, a licensed real estate broker since 2020, brings her extensive experience in property management and sales to the firm, alongside her love for adventure and family life with her partner Rob and their two boys.