How to Know If Your 401k Is Properly Structured – Episode 152
September 19, 2023
Meet Jacob Margozewitz
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 Jacob Margozewitz
Jacob Margozewitz Associates
Jacob Margozewitz
Wealth Manager
Jacob Margozewitz is a Wealth Manager at Lucia Capital Group and joined the firm in January 2022. During his first two years at LCG, Jacob got his Bachelor of Science degree in Finance and Economics, graduating from Grand Canyon University in 2024. He began his career as a Wealth Manager that same year. He is based in San Diego, CA and currently holds the Series 7 and Series 66 licenses, as well as a California Insurance License and an SIE certification.
Outside of work, Jacob loves playing golf, spending time with his family and his wife, and serving at his church.
See Jacob 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?
Schedule a meeting with Jacob
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.
"*" indicates required fields
Click the Schedule My Appointment button to continue. When booking your meeting, select the Introductory – INTRO service.