Specialties
About Me
With over 30 years of experience in the financial services industry, I specialize in helping individuals plan and invest for a comfortable retirement.
If you're retired or nearing retirement, I’ll work closely with you to design and implement a personalized retirement income strategy tailored to your unique situation and goals. Together, we’ll address the key risks that can impact your retirement, including: - Outliving your money - Market volatility - Sequence of returns risk - Taxes and inflation - Long-term care needs - And more We’ll also tackle the questions that matter most to you: - How should my assets be invested now? - When is the right time to take Social Security? - Should I choose a lump sum or annuity for my pension? - Which accounts should I draw from first—and why? - Are Roth conversions right for me? - How do I manage RMDs? - How will my assets pass to my children? Over the years, I’ve had the pleasure of guiding hundreds of families through retirement—helping them prepare for retirement, retire, live comfortably in retirement, and (in some cases) ultimately pass on their legacy to the next generation, many of whom become clients themselves.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, ChFC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Lucia Capital Group 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.