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Lucas Mansberger, CFA®, CFP®, CAIA®

Investment Strategy / Sustainable Investing

Lucas Mansberger is the Senior Advisor and Investment Strategist at Breakwater Capital, LLC.35 He is based in Kalamazoo, Michigan.35 Lucas utilizes his experience in investment advice and.2 He is a CFA®, CFP®, and CAIA.23 His email is lucas@breakwater.capital.4

Breakwater Capital seeks to create a positive impact through their work and relationships, focusing on financial and social outcomes.1 They offer guidance to help clients create wealth.1 Their core values include serving others, prioritizing the needs of clients and the community, bringing expertise and creative planning, spending time doing what they love, listening deeply, and approaching conversations with an open mind.1 They are committed to maintaining high professional standards, embracing sustainability, and working towards a more equitable society.1

Highlights

Aug 13 · Forbes
Ways To Invest To Slow Climate Change - Forbes
Aug 13 · Forbes
Ways To Invest To Slow Climate Change - Forbes
Ways To Invest To Slow Climate Change - Forbes

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Lucas Mansberger, CFA®, CFP®, CAIA®
Lucas Mansberger, CFA®, CFP®, CAIA®, photo 1
Lucas Mansberger, CFA®, CFP®, CAIA®, photo 2
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Location

Kalamazoo, Michigan, United States