(800) 644-1150

Financial Advisors

Jonathan Savona, CFP®

Contact Information

Check the background for Jonathan Savona on FINRA's BrokerCheck.

Office Locations

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

Associates

  • Adam DeWoody
    (800) 644-1150 ext. 1110


Jonathan Savona, CFP®

Vice President, Wealth Advisor

Biography

Jonathan Savona is a vice president and wealth advisor at Lucia Capital Group and has been part of the team since 2006. Jonathan graduated from Point Loma Nazarene University with a degree in business administration and currently holds the following industry licenses: CA insurance license #0F48389, Series 7, and Series 66. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

As a wealth advisor primarily serving Southern California, Jonathan provides comprehensive financial planning services for his clients. Jonathan 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, Jonathan enjoys spending quality time with his family and friends, watching/playing sports, and participating in various church activities. He and his wife, Quinn, have been married for over a decade and have three children together.

Jonathan Savona 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.