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Wealth and Wellness Event
April 20, 2023 at 5:00 pm

Wealth and Wellness with Lucia Capital Group

LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128

About this Event

How to balance risk in your lifestyle and portfolio

We at Lucia Capital Group just announced our next Wealth and Wellness event on Thursday, April 20th, and we would love to have you join us! It’s all happening at the LCG Financial Center in Rancho Bernardo from 5:00 p.m. – 7:00 p.m. in our presentation center, and it will be yet another fun and informative evening.

The event will kick off at 5:00 p.m. with charcuterie and veggie trays, along with some other light snacks and drinks. The wellness portion of the presentation will get underway at 5:30 with Dr. Samuel Wagg, DC, ART, TPI. Dr. Wagg is a highly skilled sports medicine specialist and an essential team member at FIX Medical Group in San Diego. He’s going to talk about how to live a healthy life without giving up the things you love. He’ll also give you some helpful tips on how to implement small changes in your life that can have a big impact on your overall health.

The wealth part of the program will be presented by our own Joe P. Lucia and Rick “The Professor” Plum, CFP®. They’ll be there to talk to you about ways to manage risk in your portfolio, and why risk management is so vital to achieving your long-term financial goals. Are there hidden risks you didn’t know about? How can a lack of risk awareness lead to disaster? And how can proper risk management give you the best potential chance of success? Learn more and get your questions answered right here!

We look forward to seeing you!


Joe P. Lucia and Rick Plum are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial. Dr. Samuel Wagg is not affiliated with Lucia Capital Group or LPL Financial.

Event Details

Thursday, April 20, 2023
5:00 pm - 7:00 pm Pacific
LCG Financial Center
16789 Bernardo Center Drive
San Diego, CA 92128