Lance Peters is a wealth manager at Lucia Capital Group and has been part of the team since 2017. Before joining Lucia Capital Group, Lance worked as an intern for Index Fund Advisors. Lance graduated from the University of San Diego with a degree in business and currently holds the following industry licenses: CA insurance license #0M43372, Series 7, and Series 66 (held with LPL Financial).
As a wealth manager primarily serving the San Diego area, Lance provides comprehensive financial planning services to clients. Lance 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, Lance enjoys playing golf every chance he gets.