Why an Over-Diversified Portfolio Is a Problem
June 14, 2023
Meet Lance Peters, AWMA®, AAMS™
Vice 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
Connect with Lance Peters, AWMA®, AAMS™
Lance Peters, AWMA®, AAMS™ Associates
Lance Peters, AWMA®, AAMS™
Vice President, Wealth Manager
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.
See Lance in Action
Retirement planning start with education
View our full range of on-demand videos, articles, and live events dedicated to helping you understand financial planning and investing.
Why You Should Consider Multiple Sources of Retirement Income
December 16, 2022
Setting Up Your Heirs for Sudden Wealth- Episode 116
November 22, 2022
What to Do with Sudden Wealth
November 17, 2022
How can we help you the most?
Schedule a meeting with Lance Peters, AWMA®, AAMS™
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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Click the Schedule My Appointment button to continue. When booking your meeting, select the Introductory – INTRO service.