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Financial Advisors

Brenda Knudsen

Contact Information

Check the background for Brenda Swenson on FINRA's BrokerCheck.

Office Locations

  • Carlsbad, CA
  • Newport Beach, CA
  • San Diego, CA

Brenda Knudsen

Wealth Advisor

Biography

Brenda Knudsen is a wealth advisor at Lucia Capital Group and has been part of the team since 2011. She has over 32 years of industry experience and previously worked for RBC Correspondent Services. Brenda currently holds the following industry licenses: CA insurance license #0I32838, Series 7, and Series 66.

As a wealth advisor primarily serving Carlsbad, San Diego, and Newport Beach, California, Brenda provides comprehensive financial planning services for her clients. Brenda is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).

Brenda is an active supporter of the Susan G. Komen Foundation and has participated in their 3-Day Walk. She also served on the board of Photocharity, the largest financial supporter of San Diego Youth Services’ emergency shelter, Storefront.

Brenda and her husband, Jens, live in Carlsbad and enjoy running, stand-up paddle boarding, and cycling. Brenda has two daughters, a stepson, and a grandson.

Brenda Knudsen is a registered representative of, and offers securities through, Lucia Securities, LLC, member FINRA/SIPC. Advisory services offered through Lucia Capital Group, a registered investment advisor. Lucia Securities, LLC is a wholly owned subsidiary of Lucia Capital Group. RBC Correspondent Services, the Susan G. Komen Foundation, and Photocharity are not affiliates of Lucia Capital Group.