(800) 644-1150

Financial Advisors

Catherine Ford, CFP®

Contact Information

Check the background for Catherine Ford on FINRA's BrokerCheck.

Office Locations

  • Rockville, MD

Associates

  • Amber Christopher
    (800) 644-1150 ext. 1033


Catherine Ford, CFP®

Vice President, Wealth Advisor

Biography

Catherine Ford is a vice president and wealth advisor at Lucia Capital Group and has been in the industry since 2002. She is a CERTIFIED FINANCIAL PLANNER™ professional and graduated with a B.S. from Towson University’s College of Business and Economics. She currently holds the following industry licenses: CA insurance license #0G57178, Series 7, and Series 66.

As a wealth advisor primarily serving the Washington D.C. area, Catherine provides comprehensive financial planning services for her clients. Catherine 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).

Outside of work, Catherine is a certified yoga instructor and enjoys traveling, hiking, cooking, and spending time with her family and friends.

Catherine Ford 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.