About Patrick Lucchese, Founder of Urban Advisors

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Patrick Lucchese is a certified financial planner and marketing strategist who has served many high-profile clients throughout his career. He has also written articles for Business 2 Community and Wealth Management and developed an innovative mobile app that helps investors manage their portfolios. Patrick has worked with several organizations, including the Board of Directors for the New York University Foundation and The National Italian American Foundation. He also became the head of his own company, Urban Advisors.

  1. Where Did The Idea For Urban Advisors Come From?

The idea for Urban Advisors came to me after I worked at financial services firm in New York City. As I became more experienced, I was given more and more responsibility, and I eventually began managing the company’s clients. During those years, it was challenging to find reliable information about “wealth management.” At first, I found this surprising — but then I realized that wealth is typically a private topic for many people. Soon after that, I began writing articles for the company’s website, which led me to explore the field more thoroughly — ultimately leading to my decision to launch my own company focusing on wealth management. My goal with Urban Advisors is to educate people about ways they can work toward their financial goals. Whether a first-time investor or an experienced one, learning how to get more out of your money is always essential.

  1. How Do You Bring Ideas To Life?

The first step in bringing my ideas to life is to write about them. I’ve been doing this for years, and it’s helped me to play with different approaches and get a sense of what works. Once I get an idea that I like, I begin working on it more concretely. I then enlist the help of others who complement my skills. In the case of my mobile app, I found a development company with a similar vision and could take my idea and run with it.

Learn more about Patrick Lucchese : https://br.linkedin.com/in/patrick-lucchese-8447aa5b/en?trk=people-guest_people_search-card