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Ray Lucia Jr

Ray Lucia Jr. also oversees an asset management firm relaunched in 2020, which builds focused portfolios of companies with substantial recurring revenue and stable fundamentals. His fintech platform enables advisors to design and manage bucket-based retirement-income strategies tailored to clients' goals. His business services firm provides branding, operational, and marketing support, allowing advisors to grow efficiently without unnecessary overhead.

Ray Lucia Jr. shares business insights on Vaulted Views Podcast

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December 22, 2025

To learn more about Ray Lucia Jr., click the links below:

https://muckrack.com/rayluciajr

https://www.cake.me/me/rayluciaj

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Ray Lucia Jr: Ray Lucia Jr. is a financial executive, entrepreneur, and podcast host dedicated to supporting independent financial advisors and helping American households prepare for retirement. He is the founder and CEO of Lucia Capital Group, Quotient Advisor Community, Quotient Advisor Partners, 15 Equity, BucketsFP, and LuciaPro. These companies form a connected network that offers financial planning, investment management, advisor infrastructure, technology, and business support. He also hosts the Vaulted Views Podcast, where he discusses finance, business, and leadership through a long-term strategic lens. He was raised in a household where financial education and planning were central values. Influenced early by his father's retirement-income strategy, he developed a deep appreciation for helping others achieve financial clarity. He earned a Bachelor of Science in Accounting from Loyola Marymount University, which provided the foundation for his work as a CPA, advisor, and executive. Since 2010, he has led a San Diego-based wealth management firm that uses a time-segmented approach to help clients turn savings into predictable retirement income.

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