Ray Cpa/Pfs Location
- San Diego, CA, US
Ray Cpa/Pfs Work
- 2009 - now Chairman and CEO @
- 2025 - now Chief Executive Officer @
- 2024 - now Podcast Host @
- 2020 - now Chief Executive Officer @
- 2009 - now Chief Executive Officer @
- 2020 - now Chief Executive Officer @
- 2020 - now Chief Executive Officer @
- 2009 - now Chairman and CEO @
- 2009 - now Chief Executive Officer @
- 2009 - now Chief Executive Officer @
- 2011 - 2020 CEO @ Pinhook Capital, LLC, a Registered Investment Advisor
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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Top Lucia Capital Group Employees
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Chris Lloyd
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Zack Spencer
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Tom Hillebrecht
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Wade Shumway
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Brandon Hibdon
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Jessica Lane
Office Manager
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Kayleigh Venne
Social Media and Marketing Manager
San Diego, CA, US
Amanda Molina
Social Media Marketing
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Ara Freedman
Vice President
San Diego, CA, US
Jean Lee
Wealth Manager
San Diego, CA, US
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