An independent financial services firm headquartered in San Diego, California, with offices and meeting locations nationwide, Lucia Capital Group offers clients an objective approach to investing.
As a family business, the two most important things to us are our clients and our people, and each is seen as an extension of the Lucia family. My family has been helping individuals, families, and business owners manage their wealth for decades. Today, Lucia Capital Group is an independent advisory and brokerage firm offering clients a wide range of services.
At Lucia Capital Group, we strive to help families and individuals increase the probability of managing their goals, gain confidence, and address their life’s purpose by providing comprehensive financial advice, a team philosophy, and a process-driven investment strategy. We take pride in conducting financial planning with a Strategy First® approach, which is our way of saying that we focus on getting your financial strategy aligned, then we focus on building you a personalized portfolio designed to help address your strategic goals.
I was born into this business, and there is nothing else in the world I would rather be doing. There is no greater honor or responsibility than being entrusted to manage someone’s wealth. We greatly value your trust and take this responsibility extremely seriously. I am proud of our team and thankful to our clients for allowing us this great privilege.
We hope you’ll join the extended Lucia family and experience the Lucia Capital Group difference for yourself.
Ray Lucia Jr.
Chairman and CEO, Lucia Capital Group