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Lucia Capital Group
  • (800) 644-1150
  • Contact Us
  • FINRA BrokerCheck
  • Client Access
  • How We Help You
    • Financial Planning
      Full-service financial planning
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      The Bucket Strategy®
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Lucia Capital Group

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, 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

The Company

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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.

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About

  • Our Firm
  • Meet the Team
  • Locations
  • Careers
  • Contact Us

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.
  • Insurance
    Little is certain in life—don’t be blind sighted by unexpected circumstances. See what insurance can do for your portfolio.
  • 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.

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  • 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. No offers may be made or accepted from any resident of any other state.

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