Zana Lugo is a Financial Advisor with Pettinelli Financial Partners who has 15 years of experience working as an advisor in the industry. She is dedicated to helping her clients help themselves as they work toward comprehensive financial strategies that include multiple generations: parents, their children and a legacy over time.
A resident of San Mateo, Zana earned her Bachelor of Science degree in Finance from Golden Gate University, and holds her FINRA Series 7 and 66 licenses along with her California insurance license. She is also a believer in life-long learning and is working towards obtaining her Certified Financial Planner™ certification. Additionally, she has built a clientele focusing on women and their particular financial challenges, concerns and goals.
Zana is an avid gardener as she and her husband, Donavan Porcher, work together to grow one of their passions, Peace Love Plant, a succulent plant sanctuary that turns these plants into living pieces of art. “I feel for clients as I feel for my family, plants and gardening. How can I help them grow and flourish? How can I nurture them and their families as we work together to develop financial plans to help reach their goals and those of the generations to come?”
In addition to her devotion to her family, clients and gardens, Zana volunteers at her sons’ school, St. Catherine of Siena in Burlingame, and is also active with St. Catherine of Siena Women’s Club as well as and the San Mateo Arboretum Society.