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Lucia Capital Group
13520 Evening Creek Drive, Suite #300 | San Diego, CA 92128
Headquartered in San Diego, California, we are a comprehensive, independent investment advisory firm that offers financial planning and investment management for retirees and those nearing retirement. With offices and meeting locations nationwide, we are committed to helping our clients achieve their financial goals. We offer a variety of investment options for investors of numerous types and portfolios of numerous sizes, including fee-based services, brokerage services, insurance, and annuities.
We are committed to acting in the best interests of our clients. As a financial planning firm, we offer clients an objective approach to addressing their investment needs. We understand that each client's financial situation is unique; therefore, clients need a customized plan designed specifically to help them reach their individual financial goals. Gain insight from an independent perspective.
Powered by Lucia Capital Group, WealthEd.com is an online educational resource for retirees and those nearing retirement. Offering original, live programming as well as new video clips and articles on a regular basis, WealthEd.com should be your first stop on the path to retirement. Get the tips and tools needed to make informed decisions about your financial future. Whether you're thinking about or currently living out your retirement, don't make another important financial decision before you check out WealthEd.com.
The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency.
Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213 to speak with an SSA representative.
Information presented should not be considered specific tax, legal, or investment advice. You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk, including the loss of principal. Investment advisor representatives of Lucia Capital Group, a registered investment advisor, are also registered representatives of, and offer securities through, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC.
Registration with the SEC does not imply a certain level of skill or training. Lucia Securities, LLC is a wholly owned subsidiary of Lucia Capital Group. Check the background of this firm on FINRA's BrokerCheck.