Simplified Financial Advice.

About Lucia


Lucia uses her impressive organization skills to streamline communications from our office to our clients, organize client events, produce kick-off and mid-year video outlooks and assist the team with administrative duties. More than a Communications Associate, she helps keep our office running smoothly. 

A graduate of the University of California Irvine, Lucia spent years working in social media marketing and content creation with a focus on small businesses. She also served as an advisory committee member for the Social Media Certification program at Orange Coast College. 

Outside of the office, Lucia enjoys spending time with her family and staying active by exploring the great outdoors. She can also frequently be found at record stores, searching for a rare find.