Offcanvas
(800) 644-1150

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

Chief Operations Officer

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®, RICP®
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®
Jonathan Savona

Senior Vice President, Wealth Advisor

Jonathan Savona, CFP®
Rashard Cook

Vice President, Wealth Advisor

Rashard J. Cook
Ara Freedman

Vice President, Wealth Advisor

Ara Freedman
Brandon Hibdon, CFP®

Wealth Advisor

Brandon Hibdon, CFP®
Lance Peters - Lucia Capital Group Wealth Manager

Wealth Advisor

Lance Peters
Ronnie Sanchez

Wealth Advisor

Ronnie R. Sanchez
Wade Shumway, Wealth Manager

Wealth Advisor

Wade Shumway
Tom Wyckoff

Portfolio Manager

Tom Wyckoff, CFA®, CFP®