Together, we’ll craft a personalized strategy to help you work towards your financial goals.
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Joseph H. Gompers, known as “Hank,” is a Wealth Manager based in San Diego, CA. Hank joined Lucia Capital Group in June of 2023. Prior to joining us here at Lucia Capital Group, Hank worked in the investment banking world, doing analytic work on the various seed rounds that Founders or private businesses were pitching. He also connected certain clients to the private placement investments themselves.
In 2021 he decided to pivot into the role of financial advisor and went to work at New York Life where he learned the basics of the business. In 2023, Hank decided he wanted to grow in a more well-rounded way and discovered that the financial planning side of the business fit the bill. After that bold decision and then a cross-country move, he joined Lucia Capital Group as a wealth manager.
Hank played NCAA D3 basketball at the University of Lynchburg from 2014-2018 and graduated with an MBA from that same university in 2020. In addition to his MBA, he also holds the Series 7, Series 63, and Series 66 licenses.
Outside of his work with LCG, Hank enjoys being active in his life: going to the gym, the beaches of San Diego, to Padres games and Ducks games when they’re in town, and to the different concerts that come to the area. He also loves to travel, especially to places he’s never been before.
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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.
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.
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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