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Terry Keyes is both a vice president and wealth advisor at Lucia Capital Group. A licensed advisor for more than 39 years, Terry has earned the Chartered Financial Consultant® designation and currently holds the following industry licenses: CA insurance license #658558, Series 7, Series 24, Series 63, and Series 65 (held with LPL Financial).
As a wealth advisor primarily serving Southern California, the Pacific Northwest, Colorado, and Minnesota, Terry provides comprehensive financial planning services for his clients across the nation. Terry 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, Terry is an avid mountain biking enthusiast and enjoys weekly rides all around Southern California and Colorado. He also enjoys skiing in Colorado.
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