The future is uncertain
Every day we're reminded of the challenges of an uncertain future. Early on, these challenges may seem far away—but they'll catch up to you before you know it. Take control of your future today.
Managing your financial future doesn’t have to be overwhelming.
Together, we'll craft a personalized strategy to help you work towards your financial goals. As your fiduciary, the only factor driving our recommendations is what we believe fits your specific situation.
Financial planning and investment management
Financial services to help you and the ones you love most
We are entirely focused on you
Our company, our advisory teams, and our investment portfolios were built with you in mind.
First, we'll design a strategy aimed at helping you pursue your unique goals. Then we'll find suitable investments to match your objectives. We make decisions with your well-being in mind—not our compensation.
As a client of Lucia Capital Group, you'll have access to our dedicated team of CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants as well as our in-house investment team. Think of us as your financial coach; we'll help you design a game plan, provide investment recommendations, and implement your strategy. Behind the scenes, our dedicated team of investment management professionals and CFAs will actively manage your portfolio using our disciplined processes.Learn more Start building your plan
Strive for financial confidence and
achieve your life's purpose
Ray Lucia Jr., chairman and CEO of Lucia Capital Group, talks about what it's like to be a client. Here are just some of the benefits you'll enjoy as a client of our firm:
- A dedicated financial advisor
- A personal financial dashboard
- A team of credentialed and experienced professionals working on your behalf
- Independent investment advisory and brokerage services
- A personalized investing experience
- Help with anything from wealth accumulation to wealth distribution and estate planning
- Ongoing financial education
- Periodic meetings and reviews