The Biggest Tax Issues We’ve Seen In 2022- Episode 110
October 11, 2022
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.
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Connect with Jonathan Savona, CFP®
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.
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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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