Meet the Team

Executive Management

Ray Lucia Jr.

Chairman & CEO

Raymond J. Lucia Jr.
Joe P. Lucia

President, Wealth Advisor

Joseph P. Lucia
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

Scot Fairchild, CFP

Senior Vice President, Wealth Advisor

Scot S. Fairchild, CFP®, EA
Catherine Ford, CFP®

Senior Vice President, Wealth Advisor

Catherine Ford, CFP®
Terry Keyes

Senior Vice President, Wealth Advisor

Terry Keyes, ChFC®
Chris Lloyd

Senior Vice President, Wealth Advisor

Chris Lloyd, CFP®, ChFC®
John Prokos

Senior Vice President, Wealth Advisor

John Prokos, RFP®, RFC®
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®
Rashard Cook

Vice President, Wealth Advisor

Rashard J. Cook
Jonathan Savona

Vice President, Wealth Advisor

Jonathan Savona, CFP®
Marisa Butler

Wealth Advisor

Marisa Butler
Ara Freedman

Wealth Advisor

Ara Freedman
Brandon Hibdon, CFP®

Wealth Advisor

Brandon Hibdon, CFP®
Chris Panagiotu

Wealth Advisor

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

Wealth Advisor

Lance Peters
Ronnie Sanchez

Wealth Advisor

Ronnie R. Sanchez