Mike Lucey, CFP®, CPA

I began my Financial Services career in 2001 after working the previous 14 years as a CPA in public accounting and in corporate America with a fortune 500 company in the audit and accounting areas. My career at Equitable Advisors has included my current position as a Financial Advisor and past role as a Regional Vice-President which has provided me experience and a level of expertise in the areas of holistic financial planning including money management, retirement, tax, and estate planning together with hiring and training junior associates who have joined our practice.

I currently hold a CERTIFIED FINANCIAL PLANNER™ professional designation and I am licensed as a Certified Public Accountant. I hold my FINRA series 7, 66, 51 & 24 licenses along with my New York State Life, Accident and Health license and a certification in NYS Long Term Care Insurance.

My wife Kathy and I have been active in the Western NY community in a number of volunteer activities including Amherst Youth Softball, Amherst Youth Hockey, St. Gregory the Great Parish, Williamsville PTA along with sponsoring a host of charitable causes important to our family. My son Kyle has been a member of my practice for the past three years and my daughter Erin (her husband Casey Murray also is an associate with me Equitable Advisors) and son Colin are both employed in the WNY area.

[[Trinity Wealth Advisors] is not owned or operated by Equitable Advisors or Equitable Network.]

CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements