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Raymond J. Lucia Jr., CPA/PFS / Chairman

 

Ray Lucia Jr.

As the chairman of Lucia Capital Group, Ray Lucia Jr. is responsible for overseeing the firm’s financial strategy, product design, and overall vision. He prides himself on providing a work environment that fosters growth and opportunity within a family-oriented culture, and he has dedicated his professional career to creating innovative products and services with the end goal of exceeding client expectations. Ray has centered the foundation of the organization by utilizing The Bucket Strategy® to align a customized financial planning and investment philosophy with each client’s life goals and objectives.

Ray has been in the financial services business for more than 15 years. He began his career at Deloitte and Touche, where he established a strong financial background serving as a tax accountant to corporate and high-net-worth clients. Since that time he has held a number of positions at various firms, including investment advisor, executive vice president, and CEO.

Ray graduated from Loyola Marymount University in Los Angeles, California, with a B.S. in accounting. He has obtained the CPA certification and earned the Personal Financial Specialist (PFS) designation from the AICPA. He holds the FINRA Series 7, 24, 63, and 65 licenses as well as his insurance license.

Ray is an active supporter of various local charities and organizations, including Rancho Santa Fe’s The County Friends Organization, Big Brothers Big Sisters of San Diego, and St. Michael’s Church.

Ray and his wife of more than 14 years, Devin, met in elementary school and have two amazing children, Tre and Sienna. In his spare time, Ray enjoys stand-up paddle boarding, golfing, playing tennis, and watching his children play sports.

Ray Lucia Jr. is also the chief executive officer of Lucia Securities, LLC.

Check the background for Ray Lucia Jr. on FINRA’s BrokerCheck.

Deloitte and Touche is not affiliated with Lucia Capital Group, its subsidiaries Lucia Securities, LLC and Lucia Wealth Services, or its affiliates.

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