Catherine Ford, CFP®
Senior Vice President, Wealth Manager
Catherine Ford is a vice president and wealth advisor at Lucia Capital Group and has been in the industry since 2002. She is a CERTIFIED FINANCIAL PLANNER™ professional and graduated with a B.S. from Towson University’s College of Business and Economics. She currently holds the following industry licenses: CA insurance license #0G57178, Series 7, and Series 66 (held with LPL Financial).
As a wealth advisor primarily serving the Washington D.C. area, Catherine provides comprehensive financial planning services for her clients. Catherine 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, Catherine is a certified yoga instructor and enjoys traveling, hiking, cooking, and spending time with her family and friends.