Lucas Wennersten specializes in working with high-net-worth individuals who have investment management, financial and cross-border planning complexities. He is a Portfolio Manager and a member of Cardinal Point’s investment committee. Born and raised in Phoenix, Arizona, he received his bachelor’s degree in Business Administration Business Economics from the University of San Diego in 2004 while on a baseball scholarship. He earned the Certified Financial Planner™ (CFP®) designation in the U.S. in 2014, and then in Canada in 2016. He earned his Chartered Financial Analyst (CFA) designation in 2022. Lucas currently resides in Surprise, Arizona with his wife and four children where he is actively involved in coaching his children’s sports teams.