Why an Over-Diversified Portfolio Is a Problem
June 14, 2023
Meet Brandon Hibdon, CFP®
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
Connect with Brandon Hibdon, CFP®
Brandon Hibdon, CFP® Associates
Brandon Hibdon, CFP®
Wealth Manager
Brandon Hibdon is a financial advisor at Lucia Capital Group and has been in the industry since 2008. He attended the University of California, San Diego, and graduated in 2006 with a degree in economics. Brandon is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds the following industry licenses: CA insurance license #0G91799, Series 7, and Series 66 (held with LPL Financial).
Primarly serving clients in Northern California, Brandon provides comprehensive financial planning services for his clients. Brandon 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).
Outside of work, Brandon enjoys spending quality time with his family and friends. His hobbies include playing board games, running and sports.
See Brandon in Action
Retirement planning start with education
View our full range of on-demand videos, articles, and live events dedicated to helping you understand financial planning and investing.
Why You Should Consider Multiple Sources of Retirement Income
December 16, 2022
Setting Up Your Heirs for Sudden Wealth- Episode 116
November 22, 2022
What to Do with Sudden Wealth
November 17, 2022
How can we help you the most?
Schedule a meeting with Brandon Hibdon, CFP®
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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Click the Schedule My Appointment button to continue. When booking your meeting, select the Introductory – INTRO service.