Manon M. Lucas

Manon M. Lucas

Registered Representative / Certified Estate Planner

Phone: 818-368-9512
Fax: 818-368-9513
E-mail:

Manon has more than ten years experience in the financial and insurance industry.  She founded MML Financial & Insurance Services in 1998 and is one of the fastest growing agencies because of her dedication to personalized service and commitment to long-term relationships.

She holds active life/health insurance licenses and series 6, 63 securities licenses in the States of California, Oregon, Colorado, Nevada, Arizona, and Washington.  Manon also received her degree in Nursing and was a practicing RN for 12 years at Providence St Josephs Medical Center. 

She also is a member of The National Association of Insurance & Financial Advisors, The Association of Health Underwriters, The North Valley Regional Chamber of Commerce, The National Institute of Certified Estate Planners and is an Independent Advisor for the "The Estate Plan".

 

Manon's knowledge and passionate caring personality make meeting with her like meeting with a "financial nurse".  A client comes in with a condition or a problem; she assesses their situation, makes recommendations and prescribes a strategy.

 

Manon is originally from the French Province of Quebec, Canada and is fluent French speaking.  She enjoys spending her free time surfing, skiing and traveling with her husband of 30 years and their three adult children.