What to Know Before You Transfer Assets to Your Heirs
August 1, 2025
Meet Catherine Ford, CFP®
Senior Vice President, Wealth Manager at Lucia Capital Group
Together, we’ll craft a personalized strategy to help you work towards your financial goals.
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Connect with Catherine Ford, CFP®
Catherine Ford, CFP® Associates
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.
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Retirement planning start with education
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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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