Jacob Margozewitz

Wealth Manager | Helping individuals achieve their financial objectives through a customized plan with a biblical lens that utilizes The Bucket Strategy®

Role: Wealth Manager at Lucia Capital Group
Location: Carlsbad, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jacob Margozewitz

I am currently a Wealth Manager at Lucia Capital Group, assisting clients from all financial backgrounds achieve their goals leading up to and in retirement, with an emphasis on Biblical financial stewardship. I am always open to learning new skills within my field and love every new opportunity that comes my way.

Experience

Wealth Manager
Lucia Capital Group
Oct 2024 — Present · San Diego, CA, US

Education

Grand Canyon University
Bachelor's degree, Finance and Economics

Contact information

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Current company

Lucia Capital Group

Financial Services · 57 employees · Founded 2010 · San Diego, California, United States

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

luciacap.com

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About Jacob Margozewitz

Experience

Wealth Manager

Education

Grand Canyon University

Find verified contacts for anyone on LinkedIn