Check the background for Preston Schumacher on FINRA's BrokerCheck.
Preston Schumacher is a vice president and wealth advisor at Lucia Capital Group and has been in the industry since 2001. He attended the University of San Diego and currently holds the following industry licenses: CA insurance license #0D61614, Series 7, and Series 66. Preston has also earned CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® designations.
As a wealth advisor primarily serving the Pacific Northwest area, Preston provides comprehensive financial planning services for his clients. Preston 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, Preston enjoys spending time with his wife and two children. He also enjoys coaching PONY Youth Baseball and riding his Harley Davidson motorcycle.
Preston Schumacher 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. PONY Youth Baseball and Harley Davidson are not affiliates of Lucia Capital Group.