Lucia Capital Group

Consisting of several CFP® professionals and ChFC® advisors, our team and is knowledgeable and experienced in the areas of financial planning, asset management, investment brokerage, and insurance services. With over 15 locations nationwide, we offer comprehensive, integrated financial planning and wealth services to clients of all types and account of all sizes.

Here are just some of the features Lucia Capital Group has to offer:

Personalized Services

You are an individual with unique goals and dreams. So why would you want a one-size-fits-all financial plan? We will develop a customized, comprehensive strategy built around your particular objectives—both current and future—to give you a fully customized financial plan that fits your needs today and nurtures your goals for tomorrow.

Team-Based Approach

To better serve you and assist in the continuity of your financial planning and investment management, our advisors access talent from both inside and outside the firm. It is through this collaboration with others that we are able to offer a diverse and well-rounded client experience.

Straightforward Discussions

While some companies may rely on fast talk and big words to close deals, we truly have your best interests at heart. We aim to take the guesswork out of retirement by providing clear explanations and using easy-to-understand terminology to answer any questions you may have.