(800) 644-1150

Financial Advisors

John Ellis, CFP®

Contact Information

Check the background for John Ellis on FINRA's BrokerCheck.

Office Locations

  • Bellevue, WA
  • San Diego, CA
  • San Jose, CA
  • Santa Rosa, CA
  • Walnut Creek, CA

Associates

  • Jennifer Baker
    (800) 644-1150 ext. 1010


John Ellis, CFP®

Vice President, Wealth Advisor

Biography

John Ellis is a vice president and wealth advisor at Lucia Capital Group and has been in the industry since 2008. John graduated from University of Wisconsin–Madison and currently holds the following industry licenses: CA insurance license #0G30274, Series 7, and Series 66. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

As a wealth advisor primarily serving California and the greater Seattle area, John provides comprehensive financial planning services for his clients. John 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, John enjoys reading history books, volunteering at his church, and spending time with his friends and family.

John Ellis 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.