Lucas Karnes Financial Planner

Phone

(949) 520-0776

State

California

Area of Expertise

Cryptocurrency, Investment Planning, Retirement Planning, Budgeting/Cash Flow, Employee Benefits, Education Planning, Review/Guidance for DIYers, Career Change, Sabbatical Planning

Typical Clients

Young Professionals, Mid-Career Professionals, Gen Z, Gen Y/Millennials, Gen X, Military & Veterans

Lucas Karnes

Hi, I am Lucas Karnes, financial planner at Aceryx Financial, an advice-only financial planning firm that works with veterans and professionals in the aerospace and defense technology industries. As a former U.S. Air Force pilot, I understand the unique challenges and decisions that come with fast-paced, high-responsibility careers — both during and after military service.

At Aceryx as proud members of AdviceOnly, we provide flat fee, conflict-free advice with no product sales, no commissions, and no asset minimums — just personalized planning that aligns with your values and goals. From navigating career transitions to making the most of employee compensation plans to preparing for long-term financial security, I’m here to support you every step of the way.

I hold an MBA and a Series 65 license, and I believe that financial advice should always be clear, objective, and built around what matters most to you.

Advice with Integrity. Plan with Strategy. Support through Accountability.

Lucas Karnes Financial Planner
Lucas Karnes Financial Planner

Phone

(949) 520-0776

State

California

Area of Expertise

Cryptocurrency, Investment Planning, Retirement Planning, Budgeting/Cash Flow, Employee Benefits, Education Planning, Review/Guidance for DIYers, Career Change, Sabbatical Planning

Typical Clients

Young Professionals, Mid-Career Professionals, Gen Z, Gen Y/Millennials, Gen X, Military & Veterans

Lucas Karnes

Hi, I am Lucas Karnes, financial planner at Aceryx Financial, an advice-only financial planning firm that works with veterans and professionals in the aerospace and defense technology industries. As a former U.S. Air Force pilot, I understand the unique challenges and decisions that come with fast-paced, high-responsibility careers — both during and after military service.

At Aceryx as proud members of AdviceOnly, we provide flat fee, conflict-free advice with no product sales, no commissions, and no asset minimums — just personalized planning that aligns with your values and goals. From navigating career transitions to making the most of employee compensation plans to preparing for long-term financial security, I’m here to support you every step of the way.

I hold an MBA and a Series 65 license, and I believe that financial advice should always be clear, objective, and built around what matters most to you.

Advice with Integrity. Plan with Strategy. Support through Accountability.

Lucas Karnes Financial Planner
Lucas Karnes Financial Planner

Phone

(949) 520-0776

State

California

Area of Expertise

Cryptocurrency, Investment Planning, Retirement Planning, Budgeting/Cash Flow, Employee Benefits, Education Planning, Review/Guidance for DIYers, Career Change, Sabbatical Planning

Typical Clients

Young Professionals, Mid-Career Professionals, Gen Z, Gen Y/Millennials, Gen X, Military & Veterans

Lucas Karnes

Hi, I am Lucas Karnes, financial planner at Aceryx Financial, an advice-only financial planning firm that works with veterans and professionals in the aerospace and defense technology industries. As a former U.S. Air Force pilot, I understand the unique challenges and decisions that come with fast-paced, high-responsibility careers — both during and after military service.

At Aceryx as proud members of AdviceOnly, we provide flat fee, conflict-free advice with no product sales, no commissions, and no asset minimums — just personalized planning that aligns with your values and goals. From navigating career transitions to making the most of employee compensation plans to preparing for long-term financial security, I’m here to support you every step of the way.

I hold an MBA and a Series 65 license, and I believe that financial advice should always be clear, objective, and built around what matters most to you.

Advice with Integrity. Plan with Strategy. Support through Accountability.

Lucas Karnes Financial Planner