About Our Team
Your Partner In Financial Prosperity
Welcome to Agency Elevated, where our mission is rooted in over 20 years of experience and a steadfast commitment to elevating, educating, and inspiring success for our clients and society at large. We are privileged to serve in all aspects of financial services, with a keen focus on understanding and addressing the unique needs of each individual and family we work with.
Our approach is centered on finding tailored solutions that serve your specific financial goals, while leveraging our extensive industry knowledge and ongoing commitment to education. We are here to enhance, elevate, and guide you and your family through every stage of life, ensuring that your financial journey is as seamless and prosperous as possible.
Meet John Lucero
Founder and Financial Specialist
I am the President, CEO, and Financial Specialist at Agency Elevated, where I proudly serve as the owner and am responsible for the sales and operations of the agency. My primary responsibilities include client acquisition, client retention, marketing and advertising, and ensuring compliance across the board. With over two decades of experience in the financial services industry, I've honed my expertise since starting my career in 2002. I specialize in estate planning because I see it as an underserved market that involves many legal and financial facets. My knowledge and services aim to bridge this gap, providing clients with the support they need. Additionally, I focus on wealth accumulation and helping customers manage their wealth, as many individuals attempt to navigate these broad markets on their own, often unaware that professional guidance is both accessible and affordable through our agency.
Before establishing Agency Elevated, I worked at Farmers Insurance and Farmers Financial Solutions Broker Dealer, which laid the foundation for my career. I earned my bachelor's degree from the University of New Mexico in December 1999 and have since obtained several designations and certifications. These include the LUTCF in 2004, the Financial Services Certified Professional in 2022, the Certified Estate Planner in 2024, and the Series 6, Series 63, and Series 26 securities licenses.
What drives me is the thrill of acquiring new clients and the constant upward expansion of the business. I am passionate about learning new skills and discovering innovative products and solutions for my clients. Each day, I relish the opportunity to meet new people with unique situations that require guidance and support. The ever-changing landscape of my work, coupled with the chance to contribute to generational wealth in both finances and education, is truly rewarding. I firmly believe that the greatest value I can provide my clients lies in attention to detail, active listening, and the ability to speak from experience and knowledge. My clients appreciate the level of expertise and longevity I bring, which offers them both value and peace of mind.
I reside in Orange County, California. I have been married to my wonderful wife, Jeanette, since 2001, and we have been together since 1999. We have three children: Samantha, Montessa, and Ambrose. Outside of work, I am actively involved in the Sacred Sons, a global men's movement organization. I am deeply committed to their mission and the positive impact they are making in the world. In my free time, I enjoy fitness and exercise, supporting my children's endeavors, and participating in men’s work and other powerful organizations. I also have a passion for reading and continuous learning.
