Trusted Financial Advisor

Jonathan P Savona CFP

Jonathan P Savona CFP

Lucia Capital Group, LLC

13520 Evening Creek Drive North, Suite 300 San Diego, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$250,000
Languages
English
License
Not Validated

Areas of Expertise

Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor