Meet the Team

Executive Management

Ray Lucia Jr.

Chairman & CEO

Raymond J. Lucia Jr.
Joe P. Lucia

President, Wealth Advisor

Joseph P. Lucia
Mark Scalzo

Chief Investment Officer

Mark Scalzo
Rick Plum, CFP®

Chief Financial Planning Officer

Richard Plum, CFP®
Tiy O'Neal of Lucia Capital Group

President, Lucia Securities

Tiy O’Neal
Joe Lucia

Chief Marketing Officer

Joseph J. Lucia

Financial Advisors

Rashard Cook

Wealth Advisor

Rashard J. Cook
Scot Fairchild, CFP

Wealth Advisor

Scot S. Fairchild, CFP®, EA
Ara Freedman

Wealth Advisor

Ara Freedman
Catherine Ford, CFP®

Vice President, Wealth Advisor

Catherine Ford, CFP®
Brandon Hibdon, CFP®

Wealth Advisor

Brandon Hibdon, CFP®
Terry Keyes

Vice President, Wealth Advisor

Terry Keyes, ChFC®
Chris Lloyd, CFP®, ChFC®

Senior Vice President, Wealth Advisor

Chris Lloyd, CFP®, ChFC®
Chris Panagiotu

Wealth Advisor

Chris Panagiotu, CFP®, CRPS®
Lance Peters - Lucia Capital Group Wealth Manager

Wealth Advisor

Lance Peters
John Prokos

Wealth Advisor

John Prokos, RFP®, RFC®
Ronnie Sanchez

Wealth Advisor

Ronnie R. Sanchez
Jonathan Savona, CFP®

Vice President, Wealth Advisor

Jonathan Savona, CFP®
Preston Schumacher, CFP®, ChFC®

Senior Vice President, Wealth Advisor

Preston Schumacher, CFP®, ChFC®
Tim Shea, CFP®

Senior Vice President, Wealth Advisor

Timothy J. Shea, CFP®
Janean Stripe CFP - Financial Advisor at Lucia Capital Group

Senior Vice President, Wealth Advisor

Janean Stripe, CFP®
David X. Williams

Wealth Advisor

David X. Williams

Investment Management

Lance Helfert

Senior Vice President

Lance Helfert
Aaron Rosen

Co-Portfolio Manager, Senior Vice President

Aaron Rosen, CFA®
Atticus Lowe

Senior Vice President, Research Portfolio Management

Atticus Lowe, CFA®
Emily Paup

Portfolio Specialist

Emily Paup
Tom Wyckoff

Research Analyst

Tom Wyckoff, CFA®, CFP®
Zach Leeds

Research Analyst

Zach Leeds

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.