John Lacey Email & Phone Number
Private Wealth Advisor @ Pacific Point Wealth Management
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John Lacey Location
- San Diego, CA, US
John Lacey Work
- Private Wealth Advisor @ (January 2026 - Present)
- Financial Advisor @ Osaic (April 2023 - Present)
- Financial Advisor @ Osaic (April 2023 - March 2026)
- Financial Advisor @ (September 2019 - April 2023)
- Managing Director, DCIO Channel @ (October 2013 - December 2018)
- Director, Investment Specialist Group @ (October 2007 - October 2013)
- Regional Pension Consultant @ (July 2004 - September 2007)
- Regional Pension Specialist @ (January 2000 - January 2003)
John Lacey Education
- California State University, Fullerton
Bachelor of Arts (Communications)
1978-1982 - College for Financial Planning
CFP designation (Finance, General)
John Lacey Skills
- Investments
- Financial Advisory
- Pensions
- Defined Contribution
- Finance
- Sales
- 401k
- Mutual Funds
- Series 63
- Series 7
- Retirement
- Retirement Planning
- Series 24
- Public Speaking
- Financial Analysis
- Alternative Investments
- Employee Benefits
- Defined Benefit
- Wealth Management
- Asset Allocation
- Strategic Financial Planning
- Investment Strategies
- Series 65
- Fixed Annuities
- ERISA
- FINRA
- Asset Management
- Investment Advisory
- Sales Presentations
- CRM
- Strategic Planning
- Financial Services
- Securities
- Series 6
- Business Analysis
- Customer Service
- Management
- Consulting
John Lacey Summary
- John Lacey, based in San Diego, CA, US, is currently a Private Wealth Advisor at Pacific Point Wealth Management. John Lacey brings experience from previous roles at Osaic, Edward Jones and John Hancock Investment Management. John Lacey holds a 1978 - 1982 Bachelor of Arts in Communications @ California State University, Fullerton. With a robust skill set that includes Investments, Financial Advisory, Pensions, Defined Contribution, Finance and more. John Lacey has 2 emails and 3 mobile phone numbers on RocketReach.
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