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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.
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