(800) 644-1150

Meet Ara Freedman, MBA

Vice President, Wealth Manager at Lucia Capital Group

Together, we’ll craft a personalized strategy to help you work towards your financial goals.

Give us a call

(800) 644-1150

Ara Freedman
Ara Freedman, MBA

Connect with Ara Freedman, MBA

(800) 644-1150 ext. 1052
Lucia Capital Group Corporate Headquarters
16789 Bernardo Center Drive
San Diego, CA 92128

Ara Freedman, MBA Associates

Ara Freedman, MBA

Vice President, Wealth Manager

Ara Freedman is a wealth manager at Lucia Capital Group and has been part of the team since 2011. He has more than 10 years of experience in the financial services industry and previously worked for both ING and Wells Fargo. Ara graduated from California State University San Marcos, received an MBA in Financial Planning from California Lutheran University in 2022, and currently holds the following industry licenses: CA insurance license #0H19964, Series 7, and Series 66 (held with LPL Financial). He is also fluent in Spanish.

As a wealth manager primarily serving the San Diego, CA and Scottsdale, AZ areas, Ara provides comprehensive financial planning services to clients. Ara is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies). Ara also works closely with small businesses to help establish retirement strategies for business owners and their employees.

Outside of work, Ara enjoys traveling, surfing, golfing, the arts, and doing charity work.

See Ara in Action

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How can we help you the most?

Schedule a meeting with Ara Freedman, MBA

Step 1: Introductory Call

It all starts with a phone call that allows us to get to know each other and to find out if our advice and philosophy are a good match for your situation. During this call we’ll get into what your specific goals are, where you’d like to be in the future, and how we may be able to help you get there.

Step 2: Meet with Your Advisor

During this meeting, you'll see exactly how we would implement your strategy and what it would look like to work together. At this point, we'll ask you to take some time to think about whether you believe if we're the right fit for you. It's important that you make an informed decision, and we encourage you to take whatever time is necessary.

Step 3: Getting Started

If we all believe this is a good fit, we'll begin the process to get you on board as a client of the firm. We'll take you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.

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