Joe P. Lucia

As the president of RJL Wealth Management, LLC, Joe P. Lucia leads the firm’s financial advisors as they assist clients with asset management, financial planning, retirement planning and investment advice. In addition, Joe provides sales support and is responsible for training employees, as well as conducting investment product due diligence.

Prior to joining the firm in 2006, Joe owned and operated a multi-million dollar national import-wholesale business with distribution in 44 states. He is a graduate of Pepperdine University with a B.S. in Business Administration.