This Thanksgiving, we pause to reflect on the power of gratitude. It’s a time to appreciate the people, moments, and opportunities that enrich our lives. From all of us at Lucia Capital Group, we wish you a holiday filled with joy, reflection, and connection. ????
关于我们
Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a Strategy First? approach to building portfolios that are dynamic and uniquely designed for every investor. In developing a strategy, wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. Our team-based approach to financial and retirement planning keeps our clients’ financial goals at the forefront of everything we do. As a team, our wealth managers hold CFP?, CPA, ChFC, and MBA designations and degrees. Our organization, and most importantly our clients, benefit from the knowledge and experience of our wealth managers. Furthermore, our strategic relationships with individuals and organizations increase our investment advisory and portfolio management offerings to our clients. We believe that our wealth managers and strategic relationships set Lucia Capital Group apart from competing firms. Lucia Capital Group is headquartered in San Diego, CA, and has offices and meeting locations nationwide. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Lucia Capital Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor and member SIPC https://www.sipc.org.
- 网站
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https://www.luciacap.com
Lucia Capital Group的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- San Diego，California
- 类型
- 私人持股
- 创立
- 2010
- 领域
- Retirement、Financial Planning、Asset Management和Securities
地点
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主要
获取路线
16789 Bernardo Center Dr
US，California，San Diego，92128
Lucia Capital Group员工
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Becky Hays
Administrator at Lucia Capital Group. I help high net-worth individuals achieve their financial goals. Realtor with Pemberley Realty Group. Owning…
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Zack Spencer, CPFA
Retirement Plan Specialist
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Tom Hillebrecht
Investment, Banking & Finance Professional
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Patrick Klacka, CFP?
Recovering Engineer
动态
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Last week, Lucia Capital Group was honored to be a Diamond Sponsor at the 36th Annual Rancho Bernardo Community Foundation Thanksgiving Luncheon. The event awarded $90,000 in grants to support local organizations in our community. We’re proud to stand alongside others committed to making a difference in Rancho Bernardo and beyond. Thank you to the RB Community Foundation for bringing everyone together to support this cause!?? #CommunityImpact #GivingBack #RanchoBernardo #ThanksgivingLuncheon Jean Lee, CFP?, CRPC? Patrick Klacka, CFP?Graydan Smith, AAMS?, CRPC?Emily Paup
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It was great to host Shirin Alipanah and Sean Barrett's training on Google My Business and Top AI Tools for Realtors at the LCG Financial Center yesterday. We're proud to have a space where business professionals can connect and collaborate! We look forward to more community events in the future. #northcountybusiness #businesscommunity #LCG
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We're so proud of you, Emily Paup! Thank you for all you do.
?? Spotlight on Board Member Emily Paup! ?? We are thrilled to welcome Emily Paup, VP of Business Development at Lucia Capital Group, to our board! Emily brings a wealth of experience in business development, with a strong track record in managing distribution, capital raise, key accounts, operations, and trading for alternative investment vehicles. Emily is also a valued member of our Emerging Leaders Advisory Board, where she brings her passion for building strong relationships and driving impactful business growth. Let’s give Emily a warm welcome as she joins us in making a lasting impact! #YOURchamber #YOURfuture #YOURvoice #NSDBC
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With the holiday season just around the corner, we've partnered with Ed Brown Senior Center https://lnkd.in/g4vyDDjS today to bring the community together for some photo booth fun, making lasting memories with family and friends. It's all about cherishing the small moments that make a difference! Lucia Capital Group #RetirementCommunityLife #TogetherWePlan #CommunityFinancialWellness
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What happens if the market dips early in your retirement? Our Chief Financial Planning Officer at Lucia Capital Group, Rick Plum, explains how the first 5-10 years are crucial for the longevity of your portfolio. Get started on your personalized strategy today at https://lnkd.in/gRWbJp6P.
CEO | Helping Financial Advisors scale their business with our $2B wealth management, asset management & fintech platforms
What happens if the market dips early in your retirement? Those first 5 to 10 years of retirement are crucial for the longevity of your portfolio. In this episode, we talk about how different market conditions can impact your financial future and what you can do to protect yourself. Listen to the full Vaulted Views with Ray Lucia Jr. episode with Rick Plum, CFP at www.rayluciajr.com.
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CEO | Helping Financial Advisors scale their business with our $2B wealth management, asset management & fintech platforms
The biggest mistake investors make… Watching your retirement portfolio drop can be brutal, but making snap decisions in those moments can do even more damage. Rick and I talk about why it’s so important to manage emotions when the market’s down. Catch the full Vaulted Views with Ray Lucia Jr. episode with Rick Plum at www.rayluciajr.com.
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? When it comes to investing, your most valuable asset isn’t a hot stock tip or a detailed spreadsheet—it’s time. The market is a long-term game, and the true magic happens for those who stay the course, even when things get bumpy. Catch this snippet from our Managing Your Financial Future podcast, where Johnny Dean and Rick “The Professor” Plum, CFP? dive into why time is the key to investment success. ?? ???Listen to the full episode at https://lnkd.in/gGQNtMv8. New episodes drop every Tuesday wherever you get your favorite podcasts. #Investing101 #FinancialFuture #TimeInTheMarket #WealthBuilding #LuciaCapitalGroup #StayInvested #ManagingYourFinancialFuture #InvestSmart
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Happy Veterans Day from Lucia Capital Group! Today, we honor the courage, dedication, and sacrifices of the brave men and women who have served in our nation's armed forces. We are grateful for your commitment to protecting our freedoms and defending our country. To all veterans and active-duty military members, thank you for your service and sacrifice. We salute you today and every day.
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??? Your vote matters! Voting is a powerful way to shape our communities and influence decisions that impact us all. If you haven't voted yet, get out there today! Need help finding your polling place? Use this link to locate yours: https://lnkd.in/eBKmZ2n. Every vote counts—let’s make a difference together! #Vote2024 #CivicDuty
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