Chairman & CEO
President, Wealth Advisor
Chief Investment Officer
Chief Financial Planning Officer
President, Lucia Securities
Chief Marketing Officer
Wealth Advisor
Vice President, Wealth Advisor
Senior Vice President, Wealth Advisor
Senior Vice President
Co-Portfolio Manager, Senior Vice President
Senior Vice President, Research Portfolio Management
Chief Strategist of Quantamental Strategies
Head of Applied Factor Theory
Portfolio Specialist
Research Analyst
Mark Scalzo, Aaron Rosen, Emily Paup, and Tom Wyckoff are registered representatives of Lucia Securities, LLC. Chris Mendoza, Ian Lucas, Lance Helfert, and Zach Leeds are associated persons of Lucia Securities, LLC.
