Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a Strategy First™ approach to building portfolios that are dynamic and uniquely designed for every investor. In developing a strategy, wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. Our team-based approach to financial and retirement planning keeps our clients’ financial goals at the forefront of everything we do. As a team, our wealth managers hold CFP®, CPA, ChFC, and MBA designations and degrees. Our organization, and most importantly our clients, benefit from the knowledge and experience of our wealth managers. Furthermore, our strategic relationships with individuals and organizations increase our investment advisory and portfolio management offerings to our clients. We believe that our wealth managers and strategic relationships set Lucia Capital Group apart from competing firms. Lucia Capital Group is headquartered in San Diego, CA, and has offices and meeting locations nationwide. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Lucia Capital Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor and member SIPC https://www.sipc.org.
View Top Employees from Lucia Capital GroupWebsite | https://www.luciacap.com |
Revenue | $14.9 million |
Employees | 50 (50 on RocketReach) |
Founded | 2010 |
Address | 16789 Bernardo Center Dr, San Diego, California 92128, US |
Phone | (800) 644-1150 |
Fax | (281) 445-0935 |
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Industry | Financial Services, Investment Banking, Retirement, Finance, Financial Planning, Asset Management, Securities |
Web Rank | 2 Million |
Keywords | Raymond Lucia Jr, What Are My Options For Long Term Health Ins, Lucia Capital Group, Ray Lucia Financial Advisor, Rick Plum Financial, Lucia Capital Investments |
Competitors | Empire State Asset Management, LLC, KATZ Financial Group, Reynolds Wealth Management, The Olivier Group, Wealth Advisory Services |
SIC | SIC Code 62 Companies, SIC Code 628 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 523120 Companies, NAICS Code 52312 Companies, NAICS Code 5231 Companies, NAICS Code 52393 Companies |
Looking for a particular Lucia Capital Group employee's phone or email?
The Lucia Capital Group annual revenue was $14.9 million in 2024.
Tiy O'Neal is the Chief Operations Officer of Lucia Capital Group.
50 people are employed at Lucia Capital Group.
Lucia Capital Group is based in San Diego, California.
The NAICS codes for Lucia Capital Group are [52, 5239, 523, 523120, 52312, 5231, 52393].
The SIC codes for Lucia Capital Group are [62, 628, 621].