This profile has been claimed by the business owner or representative.
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
16789 Bernardo Center Dr, 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 4.1 star rating with 20 reviews.
Lucia Capital Group is closed now. It will open on Monday at 9:00 a.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com