Jonathan Savona, CFP®
Senior Vice President, Wealth Manager
Jonathan Savona is a senior vice president and wealth manager at Lucia Capital Group and has been part of the team since 2006. Jonathan graduated from Point Loma Nazarene University with a degree in business administration and currently holds the following industry licenses: FINRA Series 7, and Series 66 (held with LPL Financial). He is also a CERTIFIED FINANCIAL PLANNER™ professional and a LPL registered representative.
As a wealth manager primarily serving Southern California, Jonathan provides comprehensive financial planning services for his clients. Jonathan 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, Jonathan enjoys spending quality time with his family and friends, watching/playing sports, and participating in various church activities. He and his wife, Quinn, have been married for more than a decade and have three children together.
Check the background for Jonathan Savona on FINRA's BrokerCheck.