General Info

Raymond J. Lucia Companies is an investment advisory firm headquartered in San Diego. It provides wealth management services to more than 5,000 clients throughout the United States. The firm specializes in retirement income planning, asset management and portfolio design services. Raymond J. Lucia Companies offers a range of financial planning services and money strategy programs. It also provides small business and tax planning services, as well as investment management solutions. The firm helps individuals and businesses to design and implement financial strategies. Raymond J. Lucia Companies retirement plans are used to evaluate and assess existing retirement accounts, pensions, individual retirement accounts and annuities.