SP Asset Management LLC

Lucas Mosher is a financial advisor with SP Asset Management LLC in Cupertino, CA, holding Series 63, 65, and 66 licenses. He has eight years of experience at SP Asset Management and has previously worked at Wells Fargo Clearing Services and several other financial firms. In addition to his advisory role, Mosher is an independent insurance agent assisting clients with fixed life insurance products. SP Asset Management advises primarily high-net-worth individuals, pension and retirement plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm manages approximately $1.71 billion in client assets, employing fundamental securities analysis and various asset-allocation strategies.

Sandeep Pandya is a Series 65-licensed advisor with SP Asset Management LLC in Cupertino, CA, where he has worked since 1995. He has 31 years of industry experience. Pandya is also the president and owner of Pandya Insurance Services LLC, which provides life, health, and property and casualty insurance policies, and serves as general partner of SP-Accolade SPV, LP, a private fund-of-funds investing in venture and private equity. SP Asset Management advises primarily high-net-worth individuals, pension and retirement plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm manages accounts using fundamental securities analysis and asset-allocation strategies, and also advises pooled investment vehicles and private funds focused on venture capital and private equity.

Razvan Raicu is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with SP Asset Management LLC and has previously worked at Morgan Stanley Smith Barney and Wells Fargo Advisors. SP Asset Management primarily serves high-net-worth individuals, pension and retirement plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm employs fundamental securities analysis and asset-allocation strategies across various investment types, managing approximately $1.71 billion in client assets.