Together, we’ll craft a personalized strategy to help you work towards your financial goals.
(800) 644-1150
Preston Schumacher is a Executive Vice President and Wealth Manager at Lucia Capital Group and has been in the industry since 2001. He attended the University of San Diego where he obtained a Bachelor of Business Administration degree and currently holds the following industry licenses: FINRA Series 7 and Series 66 (held with LPL Financial) and California insurance license (#0D61614). Preston is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Financial Consultant® and Retirement Income Certified Professional® designations from the American College of Financial Services.
As a Wealth Manager, Preston primarily serves clients in Oregon, Washington, California, and Nevada. Preston provides comprehensive financial planning services for his clients and 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, Preston enjoys spending time with his wife Jennifer and his two children. He coaches USA Youth Softball and currently sits on the board of the Scripps Ranch Softball Association. When not working, Preston enjoys playing softball, pickleball and golf.
View our full range of on-demand videos, articles, and live events dedicated to helping you understand financial planning and investing.
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.
"*" indicates required fields
Click the Schedule My Appointment button to continue. When booking your meeting, select the Introductory – INTRO service.