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Lucia Wealth Management
Andrews Lucia Wealth Management helps clients coordinate and simplify their financial affairs so they can achieve personal goals. The firm provides...
Overview
Andrews Lucia Wealth Management helps clients coordinate and simplify their financial affairs so they can achieve personal goals. The firm provides personalized investment planning and wealth management combining advisor-led guidance with institutional-scale research and technology. It serves clients throughout the San Francisco Bay Area from its Danville office and acts as a fiduciary.
General information
Firm type
RIA
Year founded
2004
Location
City
Danville
Principals
Scott J. Lucia
Certified Financial Planner™, CFP®; Managing Partner
Robert J. Lucia
Co-Founder
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