(800) 644-1150

Meet Joseph P. Lucia

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

Joe P. Lucia
Joe P. Lucia

Connect with Joseph P. Lucia

(800) 644-1150 ext. 1272
Lucia Capital Group – Las Vegas
10655 Park Run Drive, #150
Las Vegas, NV 89144
Lucia Capital Group Corporate Headquarters
16789 Bernardo Center Drive
San Diego, CA 92128

Joseph P. Lucia Associates

Joseph P. Lucia

President, Wealth Manager

As president of Lucia Capital Group, Joe P. Lucia is responsible for the ultimate satisfaction of the firm’s financial planning and investment management clients. As the head of Lucia Wealth Services, Lucia Capital Group’s investment advisory arm, Joe manages the firm’s advisors focused on executing The Bucket Strategy® for their clients’ portfolios and delivering proactive, comprehensive client service. Joe is also responsible for advisor training, advisor recruiting, and the firm’s sales administration. As an experienced member of the executive management team, Joe is a key contributor to the overall strategic business direction of Lucia Capital Group.

Prior to becoming president in 2013, Joe achieved success as a financial advisor at Lucia Capital Group, providing wealth advice to some of the largest clients at the firm. Joe also has more than 15 years of sales and sales management experience, having spent the earlier part of his career as the owner and operator of a national import/wholesale company that successfully distributed goods across the United States, Puerto Rico, and Canada.

Joe graduated from Pepperdine University in 1997 with a B.S. in business administration and holds FINRA Series 7 and 66 registrations through LPL Financial as well as a California insurance license (#0E80645).

Joe and his family are active parishioners of St. Michael’s Church, where his grandparents were founding members. Joe is a member of the Pepperdine Alumni Association and enjoys giving back to the community through various charitable foundations.

He and his wife, Erica, manage three very active children: two sons and a daughter. The family, along with their dog, Vegas, enjoys busy weekends together cheering at sporting events.

See Joseph P. in Action

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Schedule a meeting with Joseph P. Lucia

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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