Headshot photo of Daniel Lugo, Volunteer Financial Mentor @ 3rd Decade

Volunteer Financial Mentor

Daniel Lugo

Passionate About...
Budgeting Debt Management Investing

Hi! My name is Daniel, and I am an aspiring financial planner from the Philadelphia area. I am passionate about helping others with their financial situations and am looking forward to carrying this on. In my free time, I enjoy working out, reading, watching Philadelphia sports teams, and traveling as much as I can.

Get to Know Daniel

What is a book or film that changed your life? The Total Money Makeover, by Dave Ramsey - First book I read that tackled the topic of personal finances.
What is a quote you like to live by? "If you don't quit, you might make it. And if you quit, you definitely won't."
Do you have any pets? I have a puppy named Oreo. He's a super calm Shih Tzu mix who loves playing in the snow during the winter months.

Invest in Futures. Join us for

A Financial Literacy Luncheon

April 23, 2026

Tucson, Arizona