Raymond J. Lucia, CFP®

Raymond J. Lucia, Certified Financial Planner™, is a nationally-renowned expert, author and speaker in the field of financial planning. In the financial business for more than 30 years, Ray has built a reputation as one of the foremost authorities on financial planning for individual investors, executives and business owners.

Ray is the president and founder of Raymond J. Lucia Companies, Inc., one of the largest independent financial planning firms with more than $500,000,000 in assets invested for more than 5,000 clients nationwide. In 2004 Ray was named “One of the top 10 brokers in America” by Registered Rep magazine.

In 2002 Ray was named as “A Rising Star i Talk Radio” and as one of the “Top 100 Most Important Radio Talk Show Hosts in America,” by Talkers Magazine.

Ray appears on the Fox Business Network each Monday from 2:00 PM to 4:00 PM (Eastern Time) as guest panelist discussing financial topics and current economic conditions. Ray is also a frequent guest on the Fox News program “Your World with Neil Cavuto” and has appeared on CNBC and Bloomberg.

Ray is the best-selling author of “Buckets of Money®: How to Retire in Comfort and Safety,” published by John Wiley & Sons, Inc. and “Ready...Set...Retire!” published by Hay House, Inc.

Ray is a Registered Representatives of and offers securities through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Raymond J. Lucia Companies and First Allied Securities, Inc. are not affiliated.