Lucia Capital Group
Lucia Capital Group, headquartered in San Diego, California, offers a comprehensive wealth management platform that integrates investment strategies, financial planning, and insurance services. The firm is comprised of a team of experienced professionals including CFP and CFA advisors, dedicated to helping clients achieve their financial goals through tailored solutions.
With more than 15 locations nationwide, Lucia Capital Group serves a diverse clientele with varying financial needs and account sizes. Their commitment to client education and support is reflected in various resources, including articles, events, and a podcast focused on financial strategies.
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