(800) 644-1150

Meet Terry Keyes, ChFC®

Senior 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

Terry Keyes, ChFC®
Terry Keyes

Connect with Terry Keyes, ChFC®

(800) 644-1150 ext. 1058
Lucia Capital Group Corporate Headquarters
16789 Bernardo Center Drive
San Diego, CA 92128

Terry Keyes, ChFC® Associates

Terry Keyes, ChFC®

Senior Vice President, Wealth Manager

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.

See Terry 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 Terry Keyes, ChFC®

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.