Ray Cpa/Pfs Email & Phone Number
Chairman and CEO @ Lucia Capital Group
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
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.
Looking for a different Ray Cpa/Pfs?
Find contact details for 700 million professionals.
Top Lucia Capital Group Employees
Tiy O'Neal
Chief Operations Officer
San Diego, CA, US
Joe Lucia
CMO
Poway, CA, US
Carie Phelps
Wealth Manager
San Diego, CA, US
Chris Lloyd
Wealth Manager
Phoenix, AZ, US
Zack Spencer
Retirement Plan Specialist
San Diego, CA, US
Tom Hillebrecht
Asset Management Specialist
San Diego, CA, US
Wade Shumway
Wealth Manager
San Diego, 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
Wealth Manager
San Diego, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co