Lucia Capital Group - San Jose
Business details
- Category
- Financial Services · Financial planner
- Address
- 2033 Gateway Pl #574, San Jose, CA 95110
- Phone
- (800) 644-1150
- Website
- luciacap.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Based in San Jose, Lucia Capital Group - San Jose offers financial planning services for individuals and families across the South Bay. We help clients think through their long-term goals, from building savings and planning for retirement to managing the investments that support them.
Our approach is to listen first, so every plan reflects your own priorities and circumstances rather than a one-size-fits-all template. We work with people at different stages of life, bringing a clear, practical perspective to decisions that matter for the future.
Learn more about our services and how we can help on our website.
Our approach is to listen first, so every plan reflects your own priorities and circumstances rather than a one-size-fits-all template. We work with people at different stages of life, bringing a clear, practical perspective to decisions that matter for the future.
Learn more about our services and how we can help on our website.