(800) 644-1150

Meet Emily Paup, AIF®

Vice President of Business Development, 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

Emily Paup

Connect with Emily Paup, AIF®

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

Emily Paup, AIF® Associates

Emily Paup, AIF®

Vice President of Business Development, Wealth Manager

Emily Paup is Vice President of Business Development and Financial Advisor at Lucia Capital Group. In her advisory practice, she works closely with clients to design strategies tailored to their unique financial goals. She also continues to support the firm’s growth through advisor recruiting, marketing strategy, and community partnerships.

With more than a decade at Lucia Capital Group, Emily has built a reputation for connecting people with opportunities, whether that’s advisors with resources or clients with the right strategies. She began her career in Boston as a senior internal wholesaler, later serving as portfolio specialist and operations manager for a closed-end alternative fund before moving into business development and, most recently, financial advising.

Emily earned her Bachelor of Science in Biopsychology, Cognition, and Neuroscience from the University of Michigan. She is a member of the Rancho Bernardo Rotary Club, University of Michigan Alumni Association, and Alpha Phi Omega.

Passionate about helping women professionals, executives, and entrepreneurs take control of their financial future, Emily combines technical expertise with a relationship-driven approach to advising. Based in San Diego, she enjoys Pilates, traveling, and discovering new restaurants. At home, she loves sharing meals with her fiancé, Andrea, who brings his Italian passion for cooking into their kitchen. She also treasures time with their cat, Lola, and beagle puppy, Leo, as they explore San Diego together.

See Emily 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.

How can we help you the most?

Join Emily's Client Waitlist

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.