Lucia Capital Group
@LuciaCapital
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Securities and advisory services offered through LPL Financial, a registered investment advisor and member SIPC. https://t.co/ByaEosHXVh
San Diego, CA
Joined November 2014
RT @SDGullsAHL: On the latest episode of From The Nest brought to you by @LuciaCapital, your host @Aaron_Cooney sits down with head coach M…
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RT @LuciaCapital: Join Us for North County Business Networking – Jan 23! 📍 LCG Financial Center, 16789 Bernardo Center Dr, San Diego, CA ⏰…
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The biggest mistake investors make… Watching your retirement portfolio drop can be brutal, but making snap decisions in those moments can do even more damage. Manage your future at
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Taxes in retirement can take a bigger bite than you expect! From taxable withdrawals to higher Medicare premiums, your income matters. Let's build a plan - *Adjusted gross income + some tax-exempt incomes. **Medicare Part D would be additional premium.
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Join Us for North County Business Networking – Jan 23! 📍 LCG Financial Center, 16789 Bernardo Center Dr, San Diego, CA ⏰ 4-6 PM Be part of a thriving local business community—don’t miss it! #BusinessNetworking #SanDiegoEvents #EntrepreneurCommunity
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💡Did you know your Social Security benefits could be reduced? Here’s how. In Ep. 202 of Managing Your Financial Future, Johnny Dean & Rick "The Professor" Plum, CFP®, explain what impacts your benefits and how to prepare. 🎧 Listen now at #financepodcast
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RT @SDGullsAHL: On the latest episode of From The Nest brought to you by @LuciaCapital, @Aaron_Cooney spoke with AHL All-Star Sam Colangelo…
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🎧 Managing Your Financial Future has hit 75,000 downloads! We simplify financial strategies, covering taxes, Social Security, and creating retirement income. Thanks for listening! New episodes drop Tuesdays at or on your favorite podcast app! #financepod
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🎄 Merry Christmas from all of us at Lucia Capital Group! This holiday season, we’re filled with gratitude for the trust you place in us and the opportunity to help you work toward your financial goals. 🎁✨ We are closed today. We will re-open on the 26th.
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Huge thanks to @JeffNews8 for his coverage of last night's community tree & menorah lighting! @CBS8
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RT @SDGullsAHL: On the latest episode of From The Nest brought to by @LuciaCapital, @Aaron_Cooney sits down with goaltending coach Jeff Gla…
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🎙️ Should you own more stocks in retirement? In Episode 186 of Managing Your Financial Future, Johnny Dean & Rick “The Professor” Plum, CFP®, explain why a tailored strategy beats outdated rules. Listen now: #RetirementPlanning #Investing #personalfinance
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RT @SDGullsAHL: On this episode of From The Nest brought to you by @LuciaCapital, @Aaron_Cooney talks with BJ MacPherson about the progress…
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This Thanksgiving, we pause to reflect on the power of gratitude. It’s a time to appreciate the people, moments, and opportunities that enrich our lives. From all of us at Lucia Capital Group, we wish you a holiday filled with joy, reflection, and connection. 🦃🍂
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RT @SDGullsAHL: On this episode of From The Nest brought to you by @LuciaCapital, @aaron_cooney speaks with Ontario Reign Analyst, Paige Ca…
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RT @SDGullsAHL: On the latest episode of From The Nest brought to you by @LuciaCapital, @Aaron_Cooney sat down with Travis Howe to talk abo…
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⏳ Your most valuable asset in investing? It’s not picking the right stock or fancy spreadsheets—it’s time. The market rewards those who stay the course. Hear more from Johnny Dean and Rick “The Professor” Plum, CFP® on Managing Your Financial Future:
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🗳️ Your vote matters! Need help finding your polling place? Use this link to locate yours: Every vote counts—let’s make a difference together! #Vote2024 #CivicDuty
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RT @SDGullsAHL: This week's From the Nest podcast presented by @LuciaCapital features Gulls General Manager Rick Patterson! Rick sat down…
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RT @SDGullsAHL: The latest episode of From the Nest brought to you by @LuciaCapital is here! This episode features @Aaron_Cooney discussin…
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