Lucia Capital Group

Lucia Capital Group, based in San Diego, CA, specializes in holistic financial planning and investment management, focusing on personalized strategies to help clients achieve their unique financial goals. With a dedicated team of CERTIFIED FINANCIAL PLANNER professionals and Chartered Financial Consultants, the firm emphasizes a client-centric approach, ensuring that recommendations are tailored to individual circumstances.

The company offers a comprehensive suite of services, including retirement income planning, wealth accumulation, and estate planning, all while prioritizing client education and ongoing support. By employing disciplined investment management processes, Lucia Capital Group aims to provide clients with the confidence and clarity needed to navigate their financial futures effectively.

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