Lucia Capital Group

Lucia Capital Group is a finance institution located at 16789 Bernardo Center Drive in San Diego, California. They offer personalized financial dashboards tailored to individual goals, along with guidance and advice from a team of seasoned professionals. With a focus on helping clients work towards their financial goals, Lucia Capital Group provides investment recommendations and strategies to achieve financial confidence and life's purpose.

As a client of Lucia Capital Group, you will have access to a dedicated team of CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants, as well as an in-house investment team. The institution offers comprehensive financial planning and wealth services, including asset management and insurance, with a commitment to helping clients pursue their financial goals.

The team at Lucia Capital Group is experienced in financial planning, asset management, investment brokerage, and insurance services, with locations nationwide. Clients can set up appointments with financial advisors to discuss retirement planning goals and challenges, as well as create personalized strategies to address upcoming financial needs.

With a focus on personalized planning and sound strategies, Lucia Capital Group strives to help clients navigate the complexities of financial planning and achieve their desired outcomes. The institution is affiliated with LPL Financial and offers investment services through registered representatives, ensuring clients receive comprehensive financial advice and guidance.