Family Office

Lucia Capital Group - Phoenix

Lucia Capital Group is a family of financial services companies 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 strate…

Headquarters

Scottsdale, AZ, United States of America

Website

www.luciacap.com

Decision-makers

Mark Scalzo

Chief Investment Officer

Joseph Lucia

President, Wealth Advisor

Richard Plum

CFO

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