Lucia Shah, CFP®, TPCP®
Wealth Advisor

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Lucia is a Wealth Advisor for the Beacon Pointe Amherst office, supporting clients with comprehensive wealth management solutions. She brings a thoughtful, client-centered approach to financial planning, shaped by her experience as an independent Registered Investment Advisor before her time with the Hart & Patterson team, which later joined Beacon Pointe Advisors in 2025. Lucia holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Tax Planning Certified Professional® (TPCP®) designations. She earned a Bachelor of Arts degree from Union College and a Master of Theological Studies from Boston College.