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Lucia Capital Group

Financial Services

Specialities :
Retirement
Financial planning
Asset management
And securities
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Lucia Capital Group

What does Lucia capital group do?+

Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a Strategy FirstTM approach to building portfolios that are dynamic and uniquely designed for every investor. In developing a strategy, wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. Our team-based approach to financial and retirement planning keeps our clients financial goals at the forefront of everything we do. As a team, our wealth managers hold CFP, CPA, ChFC, and MBA designations and degrees. Our organization,...

What are Lucia capital group's specialties? +

Retirement,financial planning,asset management,and securities

What is Lucia capital group's industry? +

Lucia capital group operates in the Financial services industry.

What is Lucia capital group's revenue? +

Lucia capital group's revenue is 11m - 100m

What is Lucia capital group's company size? +

Lucia capital group has 51 - 200 employees.

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