Brenda Knudsen

Brenda Knudsen

Wealth Advisor

Biography

Brenda Knudsen is a wealth advisor at Lucia Capital Group and has been part of the team since 2011. She has more than 32 years of industry experience and previously worked for RBC Correspondent Services. Brenda currently holds the following industry licenses: CA insurance license #0I32838, Series 7, and Series 66.

As a wealth advisor serving parts of Southern California, Ohio, and the Northeast, Brenda provides comprehensive financial planning services for her clients. Brenda 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).

Brenda is an active supporter of the Susan G. Komen Foundation and has participated in their 3-Day Walk. She also served on the board of Photocharity, the largest financial supporter of San Diego Youth Services’ emergency shelter, Storefront.

Brenda and her husband, Jens, enjoy running, stand-up paddle boarding, and cycling. Brenda has two daughters, a stepson, and a grandson.

Brenda Knudsen

Contact Information

Check the background for Brenda Swenson on FINRA's BrokerCheck.