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Ronnie Sanchez is a vice president, wealth manager at Lucia Capital Group with nearly 12 years of experience with our firm. He has worked in the financial services industry since 1999 and has previously held positions with Stockton Equities Group, H&R Block Financial Advisors, TD Waterhouse (equity and options trading, risk management, private client services), and MD Mortgage Group. Ronnie currently holds the following industry licenses: CA insurance license #0H84650, Series 7, and Series 66 (held with LPL Financial).
As a wealth manager primarily serving the San Diego area, Ronnie provides comprehensive financial planning services to his clients. Ronnie is experienced and well versed in designing and implementing portfolios utilizing The Bucket Strategy®, focusing on planning areas such as tax-efficient withdrawal strategies, portfolio risk analysis, financial independence, risk management, and long-term care (among many other retirement planning strategies).
Outside of his career, Ronnie enjoys spending quality time with his wife of 17 years, Andria, and their two children. His hobbies include golfing, snowboarding, travel, and reading.
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