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.
As you walk into our San Diego headquarters, you will immediately notice that we have two suites connected to our lobby. The suite to the right is where our financial planning professionals reside. To the left is our trading floor-style suite where our investment management professionals reside. This is important because we believe that in order to deliver the highest quality advice to our clients, we must have our financial advisors focus on financial planning and our investment managers focus on the markets and managing portfolios. Many financial advisors attempt to do both jobs, but we believe strongly in our team approach that allows our people to focus on what they do best and work collaboratively in our clients’ best interests.
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