Meet Luis Lupercio
A financial professional driven by one belief: that every family deserves the knowledge and tools to build a secure financial future.
Credentials
Why I Do What I Do
For over a decade, I've had the privilege of working with families and business owners across the Phoenix Valley, helping them make sense of their finances and build real plans for the future.
I got into this work because I saw how many hardworking people were making financial decisions without all the information they needed. Insurance they didn't fully understand. Retirement plans that weren't actually working for them. Estate questions they kept putting off. I knew I could help.
That's why I founded Think Big Legacy & Wealth. The name says it all: I want my clients to think beyond today, to build something that lasts. A legacy for their children. Wealth that grows and stays protected. The peace of mind that comes from knowing you have a plan.
My approach is simple: education first. I don't believe in high-pressure sales or one-size-fits-all recommendations. I take the time to understand your situation, explain your options in plain language, and help you choose what actually makes sense for your life.
Whether you're a young family just starting to think about life insurance, a business owner who needs a retirement strategy, or someone who wants to make sure their estate is in order, I'm here to walk you through it step by step.
“A financially educated family is an empowered family.”
- Luis Lupercio, Think Big Legacy & Wealth
What Guides Our Work
Education Over Sales
Every client deserves to understand their financial options. We teach first, recommend second.
Family-Centered Approach
Your plan should protect the people you love most. We build strategies around your family's real needs.
Personalized Strategies
No cookie-cutter plans. Every recommendation is tailored to your specific situation, goals, and timeline.
Community Commitment
We live and work in the Phoenix Valley. When our neighbors succeed financially, our whole community benefits.
Educating 30 Million Families by 2030
Luis is part of a nationwide movement to bring financial literacy to every household in North America. Because when families understand their money, they can build real, lasting wealth.
Start Your Journey Today