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Lucia Capital Group

4.1
  • 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

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.120 reviews
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Mead Carlson's profile image
Mead Carlson 
recommend  Recommended
6 years ago

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, 

Carol LaFlamme's profile image
Carol LaFlamme 
recommend  Recommended
6 years ago

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. 

Tony Borders's profile image
Tony Borders 
7 years ago

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 4.1 star rating with 20 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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