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 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 area, 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.
Check the background for Ara Freedman on FINRA's BrokerCheck.