(800) 644-1150

Meet Ronnie R. Sanchez

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

Ronnie Sanchez, Vice President and Wealth Manager
Ronnie Sanchez, Vice President and Wealth Manager

Connect with Ronnie R. Sanchez

(800) 644-1150 ext. 1054
Lucia Capital Group Corporate Headquarters
16789 Bernardo Center Drive
San Diego, CA 92128

Ronnie R. Sanchez Associates

Ronnie R. Sanchez

Vice President, Wealth Manager

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.

See Ronnie in Action

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How can we help you the most?

Schedule a meeting with Ronnie R. Sanchez

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.