Ray Lucia

Topics

Presentations

Buckets of Money®
If you're like most retirees or pre-retirees, you hunger for stability, yet yearn for growth to rejuvenate your portfolio that may have been battered over the past few years. Ray Lucia's Buckets of Money® concept offers a reassuring strategy that aims to give investors both growth and income.

Financial Strategies to Ensure Income for Life
In this lively keynote presentation Ray shares his retirement strategy using real-life examples to help audience members evaluate their investing style and determine their time horizon for retirement. The strategies shared are equally valuable to those that should have started their retirement saving yesterday or those that see it to be decades ahead – in either case they will learn how to take control over their retirement income. As a former singer, songwriter and guitarist, Ray can bring an added dimension of entertainment to his keynote addresses.

Personal Financial Expert Panelist
Ray Lucia is one of the nation's leading authorities on financial, tax, and retirement planning. Ray's insights on investing, financial markets, economic trends and retirement planning make him a must have for your next meeting or convention. Ray's analysis and perspective on a broad range of financial and business issues are always timely and topical. His dynamic persona, coupled with more than 35 years in the financial industry, make him an informative, engaging and entertaining panelist.

Summary Profile

Ray Lucia is not your average financial advisor. He is an accomplished money man whose intelligent input and charismatic nature has helped make him one of the nation's leading experts in the fiscal world of financial, tax, and retirement planning... not to mention he's a best-selling author, an engaging radio and TV personality, a highly sought after public speaker, and CERTIFIED FINANCIAL PLANNER(TM) practitioner.

After teaching at a San Diego high school after college, Ray shifted his focus to pursue a career in financial services, as a better means to provide for his growing family. Early in their marriage, Ray and Jeanne, his wife of nearly 40 years, had four children in four years. Ray was also moonlighting in a rock and roll band, while transitioning from teacher to financial advisor.

Throughout his career in the financial services industry, Ray Lucia, CFP® has made it his lifework to help thousands invest for retirement utilizing his renowned Buckets of Money® retirement strategy. His dynamic public speaking skills enable him to cover an array of monetary topics including: asset allocation, social security, pensions, investments, annuities, insurance and taxes.

Ray is largely recognized for his nationally syndicated radio show, The Ray Lucia Show, aired daily from 12:00-3:00 pm Eastern Time in most of the country's top radio markets. Ray and his "Brain Trust" field questions from live callers who have real money issues. Furthermore, Ray is also a TV personality who is featured nationally on networks such as FOX News Channel, FOX Business, CNBC, NBC's The Today Show, and Bloomberg.