LUCI HARTY

Co-Chair of the MBAW Planned Giving Council

Luci is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), a Charter Plan Fiduciary Advisor, and a Chartered Advisor in Philanthropy® (CAP®). Luci has an extensive background in group retirement plans to include 401(k), 403(b) and 457 Plans and uses this knowledge to provide an independent third-party retirement plan assessment. A company may also have a need to develop a plan to satisfy their mission and desire to “give back” and help others in the community. Luci also serves on Planned Giving Councils for two Universities in San Antonio.
Luci is a native San Antonian and has been married to John Harty for 25 years and are owned by their Yorkie, Roger and shelter save, Holly. Luci enjoys cycling, volunteer work, herb gardening and a variety of music genres.

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