Luca Vivan De Queiroz
Associate Advisor

Born in Brazil and raised in California since the age of 14, Luca brings a unique global perspective and a strong foundation in finance. He graduated with honors from Point Lona Nazarene University, where he excelled in finance and economics. Luca has also gained valuable experience at other firms, including an investment advisory firm and a tax services firm, where he built financial models, automated portfolio tools, and supported both tax and business services.

Fluent in Portuguese, English, and Spanish, Luca is passionate about helping clients and making complex financial concepts clear and approachable.

​

Outside of work, Luca enjoys snowboarding, surfing, playing soccer, traveling, and camping—activities that reflect his adventurous spirit and love for the outdoors.