(800) 644-1150

Meet Jonathan Savona, 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.

Give us a call

(800) 644-1150

Jonathan Savona, CFP®
Janean Stripe, Jonathan Savona, and team

Connect with Jonathan Savona, CFP®

(800) 644-1150 ext. 1063
Lucia Capital Group – Carlsbad
5900 Pasteur Court, #150
Carlsbad, CA 92008
Lucia Capital Group Corporate Headquarters
16789 Bernardo Center Drive
San Diego, CA 92128

Jonathan Savona, CFP® Associates

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 close to 20 years and have three children together.

See Jonathan 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 Jonathan Savona, CFP®

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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