Lucia Capital Group

Lucia Capital Group Your future. Managed. Get clear financial advice to help yourself and the ones you love most.

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

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inancial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We've got a new episode of Managing Your Financial Future out today!Retirement has a way of exposing assumptions you may...
07/14/2026

We've got a new episode of Managing Your Financial Future out today!

Retirement has a way of exposing assumptions you may not even realize you’re making. Which retirement assumptions could end up costing you, and how can you plan around them before they become REALLY expensive?

Find out from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future: https://www.luciacap.com/podcast/financial-future-podcast/3-retirement-assumptions-that-can-cost-you-271/

07/06/2026

Is market volatility actually risk?

Lucia Capital Group President Joe P. Lucia explains why they're not the same thing and why understanding the difference could change the way you experience retirement.

📌 Save this for the next market downturn.
Manage your future at luciacap.com/invest-today

Happy Fourth of July weekend! Please note that our offices, along with the financial markets, will be closed on Friday, ...
07/02/2026

Happy Fourth of July weekend! Please note that our offices, along with the financial markets, will be closed on Friday, July 3 in observance of the holiday. We hope you all enjoy the holiday. Happy 250th birthday, America! ❤️🤍💙

06/25/2026

Lucia Capital Group President Joe P. Lucia explains why protecting your retirement income may matter more than chasing higher returns.

📅 Meet with a Lucia Capital Group Wealth Manager to see how The Bucket Strategy® can help you stay invested through market volatility at luciacap.com/invest-today.

06/01/2026

When do you actually need this money? What’s it for? These are the questions that determine where it should be invested.

Rick “The Professor” Plum and Johnny Dean explore this further in “5 Financial Truths Most People Don’t Know” on the Managing Your Financial Future Podcast.

Listen to the full ep. 260 at the link in our bio or wherever you get your favorite podcasts.

Last Friday, the team spent the evening at the Homerun Deck for a Padres win. ⚾️ 🤎 🧢
05/28/2026

Last Friday, the team spent the evening at the Homerun Deck for a Padres win. ⚾️ 🤎 🧢

04/30/2026

Dive deep into estate planning in the Managing Your Financial Future podcast. In episode 259, Johnny Dean and Rick “The Professor Plum,” CFP break down the 5 things you didn’t know. Link in bio to listen.

Congratulations to CEO Ray Lucia Jr. CPA/PFS on being named as a finalist for San Diego Business Journal's CEO of the Ye...
04/14/2026

Congratulations to CEO Ray Lucia Jr. CPA/PFS on being named as a finalist for San Diego Business Journal's CEO of the Year Awards. We're very proud and grateful for your leadership, Ray!

In the latest episode of Managing Your Financial Future, Johnny Dean and Rick “The Professor” Plum, CFP®, explore five f...
04/14/2026

In the latest episode of Managing Your Financial Future, Johnny Dean and Rick “The Professor” Plum, CFP®, explore five financial truths that many people have heard but haven’t really absorbed.

Why do some people struggle to build wealth even with good investments? Why do others build it and then lose it? What role does behavior play in long-term success, and how much of your plan depends on things going exactly right? And perhaps most importantly, is there really such a thing as a shortcut when it comes to investing?

Listen now: https://www.luciacap.com/podcast/financial-future-podcast/5-financial-truths-most-people-dont-know/

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16789 Bernardo Center Drive
San Diego, CA
92128

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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