About Me

"One thing I like about this career is that I am able to empower my clients by helping to develop a roadmap for them to hit their goals. Being able to make this kind of impact in someone’s life means a lot to me, and along the way I also find meaningful friendships."

- LUCAS YANKLOSKI, RICP®

Lucas Yankloski, RICP

(585) 475-8484

lucas.yankloski@equitable.com

I was born and raised in Rochester, NY, and developed a passion for finance early on, which led me to pursue a Bachelor’s degree in Finance from SUNY Oswego. I’ve been a Financial Advisor with Equitable Advisors since 2019, where I focus in helping individuals and families gain clarity and confidence around their financial futures.

I hold my Series 7, Series 66, Life & Health insurance licenses, and Series 24, along with the Retirement Income Certified Professional® designation. My approach is education-first—I believe clients make the best decisions when they fully understand their options.

Whether you're planning for retirement, navigating employee benefits, or building a financial strategy, I focus on making the process simple, clear, and tailored to your goals.

Outside of work, I enjoy staying active and exercising outdoors.

Mission Statment

My mission is to empower individuals and families through education-based financial guidance, helping them build clarity, confidence, and control over their financial future. I am committed to simplifying complex financial concepts and creating tailored strategies that support each client’s unique goals, values, and life path.

What to Expect Working With Me

Determining Your Needs

Our five-step process helps clients better understand their financial well-being

1. Discovery

Assess your current financial situation
Identify your priorities and concerns
Present the process

2. Profile

Gather information and establish priorities
Analyze your data

3. Strategy

Present the results of your analysis
Discuss the priorities and future steps

4. Action

Review your specific recommendations
Select suitable products and services
Develop an implementation schedule for products and services

5. Review

Review your implementations schedule
Analyze your review checklist
Assess necessary changes or any enhancements

How We Work With You

Confidentiality

Everything we discuss today and, in the future, will be held in confidence in accordance with our privacy policy.

Compensation

Our compensation depends upon the services we provide and includes, without limitation:

Fees
Commissions

Customized strategies

After reviewing the specifics of your financial situation, we will mutually determine which, if any, of our services might be appropriate for you. You are under no obligation to purchase any of our services.

Referrals

As many professionals do, we meet new people through referrals and recommendations. Because of this, it's even more important to us that we provide such excellent service that ensures you will be happy to introduce us to people you know.