Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance. We are truly committed to helping our clients achieve their financial goals.
As an independent financial planning firm with offices and meeting locations nationwide, Lucia Capital Group offers clients an objective approach to investing. We understand that each client’s financial situation is unique; therefore, all clients need a personalized plan designed especially to help them reach their individual financial goals. Our Strategy First® philosophy places our focus on developing strategic financial plans that are independent of specific investment options.
The world of investing seems to be changing faster than ever. Today’s wealth services companies are tasked with serving the needs of both their aging clients and their aging financial advisors. I founded Lucia Capital Group with a focus on rising to this challenge, which I believe will be prevalent for decades to come. Lucia Capital Group is a wealth services ecosystem consisting of wealth advisors, managed portfolios, and investment products all connected by a common investment philosophy: our proprietary, liability-driven investment framework called The Bucket Strategy®. Our dedicated team strives to exceed the expectations of both our clients and advisors alike.
Raymond J. Lucia Jr., CPA/PFS
Chairman, Lucia Capital Group