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Manage Your Future

<img width="236" height="100" src="https://www.luciacap.com/wp-content/uploads/logo.png" class="custom-logo" alt="Lucia Capital Group" decoding="async" srcset="https://www.luciacap.com/wp-content/uploads/logo.png 236w, https://www.luciacap.com/wp-content/uploads/logo-120x51.png 120w" sizes="(max-width: 236px) 100vw, 236px" />

Meet the Team

Executive Management

Chairman & CEO

Raymond J. Lucia Jr.

President, Wealth Manager

Joseph P. Lucia

Chief Financial Planning Officer

Richard Plum, CFP®

Chief Operations Officer

Tiy O’Neal

Chief Marketing Officer

Joseph J. Lucia

Vice President of Business Development

Emily Paup

Portfolio Manager

Tom Wyckoff, CFA®, CFP®

Financial Advisors

Executive Vice President, Wealth Manager

Preston Schumacher, CFP®, ChFC®, RICP®

Senior Vice President, Wealth Manager

Scot S. Fairchild, CFP®, EA

Senior Vice President, Wealth Manager

Catherine Ford, CFP®

Senior Vice President, Wealth Manager

Terry Keyes, ChFC®

Senior Vice President, Wealth Manager

Chris Lloyd, CFP®, ChFC®

Senior Vice President, Wealth Manager

John Prokos, RFC®

Senior Vice President, Wealth Manager

Timothy J. Shea, CFP®

Senior Vice President, Wealth Manager

Janean Stripe, CFP®

Senior Vice President, Wealth Manager

Jonathan Savona, CFP®

Vice President, Wealth Manager

Rashard J. Cook

Vice President, Wealth Manager

Ara Freedman, MBA

Vice President, Wealth Manager

Lance Peters, AAMS™

Vice President, Wealth Manager

Ronnie R. Sanchez

Wealth Manager

Joshua Dowden

Wealth Manager

Brandon Hibdon, CFP®

Wealth Manager

Wade Shumway

About Lucia Capital Group

Our Firm
Meet the Team
Locations
Careers
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Take control of your financial future

Get Started Now or call us (800) 644-1150

About Lucia Capital Group

Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance. We are truly committed to helping our clients pursue their financial goals.

Consisting of several CFP® and CFA® professionals and ChFC® advisors, the team at Lucia Capital Group is knowledgeable and experienced in the areas of financial planning, asset management, investment brokerage, and insurance services. With more than 15 locations nationwide, we offer comprehensive, integrated financial planning and wealth services to clients of all types and accounts of all sizes.

About

Our Firm
Meet the Team
Locations
Careers
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Education

Retirement Planning
Strive to make the most of your retirement. Get answers to your most pressing questions, and gain the knowledge necessary to make important decisions about your financial future.
Investing and Personal Finance
IRAs, BDCs, REITs, ETFs—Tired of wading through alphabet soup? Let us clearly explain the investing basics you need to know.
Tax Planning
Are you missing valuable deductions and over paying on taxes? Get educated and protect your nest egg.
Life Planning
Little is more important than making sure your loved ones are well taken care of. Let us help you establish education savings accounts, plan your estate, and more.

Important Links

Client Access
Disclosures and Privacy Policy
Important Disclosure Regarding Your Personal Financial Dashboard
FINRA BrokerCheck

Important Information

Check the background of this firm on FINRA’s BrokerCheck.

The Bucket Strategy® involves investments subject to risks, fees, and expenses. There is no guarantee that any investing strategy will be profitable or provide protection from loss.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration (SSA) or any government agency. Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov or call (800) 772-1213 to speak with an SSA representative.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial. No offers may be made or accepted from any resident of any other state.

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