Jacob Margozewitz's Contact Details

Jacob Margozewitz's Company Details

Lucia Capital Group

San Diego, CA, US • 100 - 249 Employees
Financial Services

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 First™ 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, and most importantly our clients, benefit from the knowledge and experience of our wealth managers. Furthermore, our strategic relationships with individuals and organizations increase our investment advisory and portfolio management offerings to our clients. We believe that our wealth managers and strategic relationships set Lucia Capital Group apart from competing firms. Lucia Capital Group is headquartered in San Diego, CA, and has offices and meeting locations nationwide. 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. Securities and advisory services offered through LPL Financial, a registered investment advisor and member SIPC https://www.sipc.org.