(800) 644-1150

Meet Richard Plum, CFP®

Chief Financial Planning Officer 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

Rick Plum, CFP®

Connect with Richard Plum, CFP®

(800) 644-1150 ext. 1066
Lucia Capital Group Corporate Headquarters
16789 Bernardo Center Drive
San Diego, CA 92128

Richard Plum, CFP® Associates

Richard Plum, CFP®

Chief Financial Planning Officer

As the firm’s chief financial planning officer, Rick is responsible for oversight and guidance of the firm’s wealth services. In this role, Rick is an invaluable resource to our wealth management team, advising on asset allocation strategies and helping clients design sophisticated financial, tax, and estate planning solutions.

Rick has been a financial planner for more than 25 years and was a regular contributor to financial radio programs syndicated throughout the country, where he could be heard answering questions on all topics regarding personal finance. Rick is a native San Diegan who graduated from San Diego State University and holds the CERTIFIED FINANCIAL PLANNER™ designation as well as FINRA Series 7 and 63 licenses and a California insurance license (#0765622).

See Rick 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.

How can we help you the most?

Schedule a meeting with Richard Plum, CFP®

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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