Luciana Macedo holds the following designations:
CFP® CERTIFIED FINANCIAL PLANNER™
BFA Behavioral Financial Advisor
Luciana holds a Master of Science in Business Administration, concentration in Financial and Tax Planning, from San Diego State University and a B.A. in Psychology from the Pontifical Catholic University of Rio de Janeiro, Brazil. She also has an extensive background in management and customer service, which significantly contributes to her work at CURO. In addition to speaking English, Luciana speaks Portuguese and Spanish, which enhances her ability to work with clients from multiple cultural backgrounds.
Luciana has been working in financial services since 2015 and serving as CURO’s Director of Financial Planning since 2018. She is passionate about working with clients at all stages of their careers, helping them put together the puzzle pieces of their financial lives. Coaching and accountability are fundamental to building a successful financial plan, so Luciana focuses on creating plans of action and following through on their implementation.
Understanding that life is dynamic, Luciana believes in developing a financial planning process that provides flexibility and options to help her clients work toward their short- and long-term goals. Her greatest professional reward comes in seeing clients achieve their goals and continually create new ones.
In her spare time, she likes to spend time with her family, friends and her 3 dogs, Jack, Delilah and Zulma. She also likes to listen to music and go to live music events, read, go to the beach, exercise, hike, and travel.