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Checking In With Ara

Checking In with Ara – November 2023
Checking In With Ara

Checking In with Ara – November 2023

November 7, 2023

Hello everyone, It’s Ara here with your November 2023 update. I genuinely hope this message finds each of you in good spirits as we approach the festive season. A Brief Trip Down Memory Lane Recently, I took a trip to Mexico with my mother. Those days were filled with cherished memories, laughter, and the heartwarming… View Article

Checking In with Ara – October 2023
Checking In With Ara

Checking In with Ara – October 2023

October 5, 2023

Hey everyone! Ara here bringing you your monthly update. I’m getting ready to go on a quick weekend trip with my mother to visit family down in Mexico City. This will be a fun opportunity to spend quality time with her and connect with extended family. We’re going to visit our relatives who own a… View Article

Checking In with Ara – September 2023
Checking In With Ara

Checking In with Ara – September 2023

September 5, 2023

It’s Ara, reaching out with our monthly update. I hope this message finds you well. With summer drawing to a close, I trust you’ve had memorable vacations and stayed comfortable during the heat. Interestingly, we braced ourselves for a hurricane in San Diego last week. Fortunately, we were spared the worst, witnessing only heavy rain… View Article

Checking In with Ara – August 2023
Checking In With Ara

Checking In with Ara – August 2023

August 1, 2023

Hey, it’s Ara once again, here to provide you with our monthly update. I know summer is a busy time for everyone with travel and holiday plans, so I created these updates to stay connected and let you know that you’re in our thoughts. For today’s update, I have a little show and tell prepared…. View Article

Checking In with Ara – July 2023
Checking In With Ara

Checking In with Ara – July 2023

July 6, 2023

Hey everyone, Ara here again with our usual monthly check-in. I know we’re all bustling about with our busy lives, but I think it’s important we take a moment to connect and see how we’re all doing. I’ve recently returned from Arizona where I enjoyed a nice break from the heat, a pleasant surprise considering… View Article

Checking In with Ara- June 2023
Checking In With Ara

Checking In with Ara- June 2023

June 1, 2023

I’ve thought of a new way to keep in touch – monthly update videos. I realize we’re all leading busy lives, and we may not get to converse as frequently as we’d like. So, through these videos, I can share personal updates and my perspective on world events. My hope is that we can continue… View Article

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About Lucia Capital Group

Lucia Capital Group, along with its family of financial services companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance. We are truly committed to helping our clients pursue their financial goals.

Consisting of several CFP® and CFA® professionals and ChFC® advisors, the team at Lucia Capital Group is knowledgeable and experienced in the areas of financial planning, asset management, investment brokerage, and insurance services. With more than 15 locations nationwide, we offer comprehensive, integrated financial planning and wealth services to clients of all types and accounts of all sizes.

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    Strive to make the most of your retirement. Get answers to your most pressing questions, and gain the knowledge necessary to make important decisions about your financial future.
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  • Tax Planning
    Are you missing valuable deductions and over paying on taxes? Get educated and protect your nest egg.
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    Little is more important than making sure your loved ones are well taken care of. Let us help you establish education savings accounts, plan your estate, and more.

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Check the background of this firm on FINRA’s BrokerCheck.

The Bucket Strategy® involves investments subject to risks, fees, and expenses. There is no guarantee that any investing strategy will be profitable or provide protection from loss.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration (SSA) or any government agency. Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov or call (800) 772-1213 to speak with an SSA representative.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. The investment professionals are affiliated with LPL Financial. No offers may be made or accepted from any resident of any other state.

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