Ray Cpa/Pfs Email & Phone Number
Chairman and CEO @ Lucia Capital Group
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Ray Cpa/Pfs Location
- San Diego, CA, US
Ray Cpa/Pfs Work
- Chairman and CEO @ (December 2009 - Present)
- Chief Executive Officer @ (January 2025 - Present)
- Podcast Host @ (August 2024 - Present)
- Chief Executive Officer @ (September 2020 - Present)
- Chief Executive Officer @ (December 2009 - Present)
- Chief Executive Officer @ (November 2020 - Present)
- Chief Executive Officer @ (September 2020 - Present)
- Chairman and CEO @ (December 2009 - Present)
- Chief Executive Officer @ (December 2009 - Present)
- Chief Executive Officer @ (December 2009 - Present)
- CEO @ Pinhook Capital, LLC, a Registered Investment Advisor (June 2011 - November 2020)
Ray Cpa/Pfs Education
- Loyola Marymount University
Bachelor of Science (Accounting)
Ray Cpa/Pfs Skills
- Wealth Management
- Retirement Planning
- Investment Advisory
- Strategic Financial Planning
- Asset Management
- Investment Strategies
- Internal Controls
- IT Audit
- Leadership
- Microsoft Excel
- Advisory Services
- Management
- Training
- Retail
- SOX 404
- Enterprise Risk Management
Ray Cpa/Pfs Summary
- Ray Cpa/Pfs, based in San Diego, CA, US, is currently a Chairman and CEO at Lucia Capital Group. Ray Cpa/Pfs brings experience from previous roles at Quotient Advisor Community, Vaulted Views with Ray Lucia Jr., LCG Financial Partners and Lucia Pro. Ray Cpa/Pfs holds a Bachelor of Science in Accounting @ Loyola Marymount University. With a robust skill set that includes Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial Planning, Asset Management and more. Ray Cpa/Pfs has 5 emails and 2 mobile phone numbers on RocketReach.
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Others Named Ray Cpa/Pfs
Ray Cpa/Pfs
Chairman and CEO
San Diego, CA, US
Top Lucia Capital Group Employees
Tiy O'Neal
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San Diego, CA, US
Ray Cpa/Pfs
Chairman and CEO
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Janean Stripe
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Shelbie Hammer
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Carie Phelps
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Chris Lloyd
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Zack Spencer
Retirement Plan Specialist
San Diego, CA, US
Tom Hillebrecht
Asset Management Specialist
San Diego, CA, US
Sondra Forkner
Compliance Manager
San Diego, CA, US
Wade Shumway
Wealth Manager
San Diego, CA, US
Brandon Hibdon
Wealth Manager
Santa Rosa, CA, US
Kayleigh Venne
Social Media and Marketing Manager
San Diego, CA, US
Amanda Molina
Social Media Marketing
San Diego, CA, US
Jacob Margozewitz
Wealth Manager
Carlsbad, CA, US
Ara Freedman
Vice President
San Diego, CA, US
Jean Lee
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San Diego, CA, US
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