Jacob Margozewitz
Wealth Manager @Lucia Capital Group
Carlsbad, CA, US
EMAILS
j••••@luciacap.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2024 — Present
Wealth Manager @Lucia Capital Group
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San Diego, CA, US
EDUCATION
N/A
Grand Canyon University
Bachelor's degree, Finance and Economics
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.
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