Lucia Capital Group Email Format

Financial ServicesCalifornia, United States51-200 Employees

Lucia Capital Group is an independent financial services firm that provides financial planning, investment management, annuities, and insurance services. It uses a Strategy First approach to building dynamic, customized portfolios that consider factors such as time horizon, income needs, risk tolerance, tax considerations, and investment preferences. The firm operates with a team-based advisory model, with wealth managers holding CFP, CPA, ChFC, and MBA designations, and relies on strategic relationships to expand its investment advisory and portfolio management offerings. Headquartered in San Diego, California, Lucia Capital Group lists a local address at 16789 Bernardo Center Drive and maintains offices and meeting locations nationwide; the company employs 51-200 people. Securities and advisory services are offered through LPL Financial, and the firm reports annual revenue in the range of $50 million to $100 million.

Sign up for free to view info

Company overview Employee directory