Jonathan Savona, CFP®
Vice President, Wealth Advisor
Jonathan Savona is a vice president and wealth advisor 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: CA insurance license #0F48389, Series 7, and Series 66. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
As a wealth advisor 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.