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— William Arthur Ward — Mark Twain — Aristotle Onassis — Ken Nutt

Mission Statement

Luca, Bonino & Associates LLC is a wealth management firm devoted to help you navigate your financial future. Our mission is to help people consider innovative solutions and make informed decisions to improve their financial lives. We motivate and encourage others to pursue their own personal and financial fulfillment.

Welcome to Luca, Bonino & Associates, LLC Wealth Management

Thank you for your interest in Luca, Bonino & Associates LLC Wealth Management! We know that you depend on input and solutions from many professionals in your life and are privileged with the opportunity to help you navigate your financial future. Take some time to explore our site and let us know how we can help!

Luca, Bonino & Associates, LLC is a firm dedicated to paramount and personalized client service as well as unbiased asset management, financial and insurance planning, and investment counsel. We aspire to become the wealth management firm of choice in Woodland Hills, California as well as in our new location in the Raleigh/Durham area, North Carolina for clients that expect personalized financial planning, portfolio construction and management, accountability for investment strategies, and exceptional client service.

We aim to provide financial confidence in knowing that you have a plan in place that lets you live life to the fullest. We appreciate the opportunity to serve you and assure you of every effort to earn your confidence.

Sincerely, 

Maria Bonino Houserman

Founder and Managing Director   

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator shows how inflation over the years has impacted purchasing power.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Protecting Those Who Matter Most

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An Inside Look at Retirement Living

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Rule of 72

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