Harold Lustig, CLU, ChFC

Harold Lustig
Fee Range On Request
Expertise Financial Security for
Seniors and
Non-Traditional Families
Mailing Address 70 Mitchell Blvd, Suite 104
San Rafael, CA 94903
Phone (415) 472-1290
Fax (415) 472-3890
Email harold@haroldlustig.net

Harold Lustig speaks on and specializes in protecting assets from Medicaid/Medi-Cal spend-down with or without insurance, protecting investments from market volatility, and helping people attain financial security and retirement peace of mind.

Corporate Productivity — How to prevent productivity loss when employees need to take care of Mom and Dad.

Financial Security for Non-Married Seniors and Couples Living Together.

Author, 4 Steps to Financial Security for Lesbian and Gay Couples.

Harold is an Associate Registered Investment Advisor, Chartered Financial Consultant and Chartered Life Underwriter and has been speaking and teaching public seminars for over 10 years.