Lucia Capital Group - Ontario

Lucia Capital Group in Ontario, California, is a finance institution dedicated to helping clients achieve their financial goals. With a team of seasoned professionals, clients receive personalized financial guidance and advice tailored to their specific needs. The institution offers a range of services, including retirement planning, asset management, investment brokerage, and insurance services.

As a client of Lucia Capital Group, individuals receive a personalized financial dashboard and access to a team of CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants. The institution takes a fiduciary approach, ensuring that recommendations are made based on what is best for the client's specific situation.

With offices nationwide, Lucia Capital Group makes it easy for clients to access financial advisors and discuss their retirement planning goals. The institution's integrated wealth platform offers comprehensive investment strategies and financial planning services to help clients pursue their financial goals.

Ray Lucia Jr., chairman and CEO of Lucia Capital Group, emphasizes the importance of planning for retirement and achieving financial confidence. The institution's team of professionals is knowledgeable and experienced in various financial areas, providing clients with sound strategies and personalized planning.

Overall, Lucia Capital Group is committed to helping clients navigate the challenges of an uncertain future and work towards achieving their life's purpose through financial planning and wealth management services.