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This company offers investment management, and financial planning services.<div><span style="font-family: 'Helvetica Neue', Helvetica, Arial, sans-serif; line-height: 15.7143px; background-color: rgb(255, 255, 255);"><br></span></div>
13520 Evening Creek Dr N #300, Suite 300, San Diego, CA, 92128, United States
Get directionsWeekday | 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 |
Their 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.
Lucia Capital Group has a 2.7 star rating with 14 reviews.
Lucia Capital Group is closed now. It will open at 9:00 a.m.
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