As CEO of RJL Wealth Management, LLC, Ray Lucia, Jr. is responsible for the firm's strategic vision, financial strategy, and product design. Through the years, Ray has helped thousands of clients with their wealth management and asset management plans, as well as sharing valuable financial planning, retirement planning and investment advice.

Ray actively supports the firm’s Wealth Managers by sharing his expertise in the areas of portfolio design and tax planning, and also manages the firm's Investment Advisory, Broker/Dealer and Insurance Company relationships. Most importantly, Ray is dedicated to providing the highest level of investment advice and client service possible.