Bachelors Degree, Biola University
Series 7 - General Securities Representative Examination, FINRA, held through LPL Financial.
Series 66 - Uniform Combined State Law Examination, FINRA, held through Mariner Independent Advisor Network.
California Insurance License, California Department of Insurance
*CERTIFIED FINANCIAL PLANNER™️ - CFP®️
Chartered Retirement Planning Counselor CRPC®️
Accredited Asset Management Specialist AAMS®️
Lucas Mijares is a devoted family man who has been happily married to his best friend, Becca, for over 10 years! Together, they have five strong courageous boys: Matt (age 22 who now works alongside Lucas at Zion Capital!), Brooks (age 8), Cole (age 6), Cruz (age 5), and Callen (4 months!). Over the years, Lucas and Becca have also opened their home to 4 different long term foster placements and remain in those children's lives to this day.
Lucas has been in the financial industry since 2013, starting as a life insurance agent in Southern California. After graduating from Biola University with a Bachelors Degree in Interpersonal Communication and a minor in Biblical Studies, Lucas and his wife Becca moved to Northern California, where he built a dream career with Edward Jones, serving his clients with utmost dedication. In 2016, he earned professional designations: Accredited Asset Management Specialist AAMS®️ and Chartered Retirement Planning Counselor CRPC®️. In 2019, he earned the prestigious CERTIFIED FINANCIAL PLANNER™️ certification, which took his career to the next level. In 2022, Lucas was invited to participate in the Forbes SHOOK Top Next-Gen Advisor Summit, which was an incredible and humbling honor.
Outside of running Zion Capital, Lucas is very involved with his home church Calvary Bible in Grass Valley. Last year, he even fulfilled a God-given vision where he ran a local event called "Church Without a Building," after learning how to play the guitar and gaining the courage to sing in front of others. And through this, he now serves on the worship team at Calvary Bible by singing and playing the guitar.
Lucas is highly active and loves challenging himself physically. He is an avid workout enthusiast who is always pushing himself to his limits. Playing sports with his kids is Lucas' favorite activity, as all of his boys play baseball, basketball, and soccer, and Lucas is often the head coach. His drive for coaching isn't just to teach the game. It's ultimately to pour into the younger generation and teach character and work ethic so that those boys can grow up into strong men.
Lucas's passion for his work lies in his love for people. He believes that everyone has a story to tell, and he strives to be a great listener to all of those who partner with his firm. Lucas and his team value their clients above all else, and they are dedicated to providing exceptional service and tailored financial plans. By choosing Lucas as their wealth advisor, clients can expect a Fiduciary who is not only knowledgeable and experienced but also deeply committed to their financial success. Lucas lives by his life by three things: Faith, Family, Business. And in that order! Psalms 34:1
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.