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Lucia Capital Group
- San Diego, CA
About this business
At Lucia Capital Group, we strive to help families and individuals increase the probability of managing their goals, gain confidence, and address their life’s purpose by providing comprehensive financial advice, a team philosophy, and a process-driven investment strategy. We take pride in conducting financial planning with a Strategy First® approach, which is our way of saying that we focus on getting your financial strategy aligned, then we focus on building you a personalized portfolio designed to help address your strateg... read more
Location details
16789 Bernardo Center Dr, San Diego, CA, 92128, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedTheir bucket strategy is the best one out thee. And no one knows more about taxes and investing strategy than Rick Plum. They are an invaluable resource. Listener, and customer since 2000,
Wish I had been following them years ago. One negative is they stall and repeat too often. Wish they stayed on topic better. I do love hearing them answer viewers emails.
I have listened to their radio show when I could for years. Filled with information! And now it is available on facebook, which is nice.
Frequently asked questions about Lucia Capital Group
How is Lucia Capital Group rated?
Lucia Capital Group has a 4.2 star rating with 23 reviews.
When is Lucia Capital Group open?
Lucia Capital Group is closed now. It will open on Monday at 9:00 a.m.
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