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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.