Who We Are
The partners behind your plan.
Both principals are Managing Partners who work across investments, planning, and client relationships. Every engagement involves both partners.
Deepesh Srivastava, CFA
Managing Partner
Eighteen-plus years in institutional investment management, most recently Managing Director and Portfolio Manager at Nuveen.
CFA Charterholder · MBA, Chicago Booth · MS, IIT Bombay · Series 65
Sudeep Goel, MBA
Managing Partner
Two decades across finance and real assets, including work as a licensed California real estate broker.
MBA, UC Berkeley Haas · Series 65
The Name
Lucerna is Latin for lamp.
A steady light to steer by — the root both founders' names share, and the idea behind the firm: clarity and stewardship, kept constant as life changes.