Together, we’ll craft a personalized strategy to help you work towards your financial goals.
Lance Peters is a vice president, 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.
View our full range of on-demand videos, articles, and live events dedicated to helping you understand financial planning and investing.
"*" indicates required fields
Click the Schedule My Appointment button to continue. When booking your meeting, select the Introductory – INTRO service.