Laser Focus World is an industry bedrock—first published in 1965 and still going strong. We publish original articles about cutting-edge advances in lasers, optics, photonics, sensors, and quantum technologies, as well as test and measurement, and the shift currently underway to usher in the photonic integrated circuits, optical interconnects, and copackaged electronics and photonics to deliver the speed and efficiency essential for data centers of the future.

Our 80,000 qualified print subscribers—and 130,000 12-month engaged online audience—trust us to dive in and provide original journalism you won’t find elsewhere covering key emerging areas such as laser-driven inertial confinement fusion, lasers in space, integrated photonics, chipscale lasers, LiDAR, metasurfaces, high-energy laser weaponry, photonic crystals, and quantum computing/sensors/communications. We cover the innovations driving these markets.

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Editorial Advisory Board

  • Professor Andrea M. Armani, University of Southern California
  • Ruti Ben-Shlomi, Ph.D., LightSolver
  • James Butler, Ph.D., Hamamatsu
  • Natalie Fardian-Melamed, Ph.D., Columbia University
  • Justin Sigley, Ph.D., AmeriCOM
  • Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover
  • Professor Stephen Sweeney, University of Glasgow
  • Mohan Wang, Ph.D., University of Oxford
  • Professor Xuchen Wang, Harbin Engineering University
  • Professor Stefan Witte, Delft University of Technology

Joe Lucia Featured in San Diego Business Journal’s 2025 Wealth Management Roundtable

Joe Lucia Featured in San Diego Business Journal’s 2025 Wealth Management Roundtable

Joe P. Lucia, President and Wealth Manager at Lucia Capital Group, was recently featured in the San Diego Business Journal’s 2025 Wealth Management Roundtable, which highlighted key voices in the region's financial planning and investment advisory space.

The article outlines Lucia’s perspective on 401(k) planning, tax-aware investment strategies, and personalized portfolio structuring—areas that continue to evolve amid changing market dynamics. The roundtable explores how firms are adapting to increased demand for transparency, flexibility, and long-term financial guidance.

With over 25 years of experience, Lucia shared insights into how retirees may use tax strategies to optimize income streams in retirement. The discussion included approaches designed to help reduce taxable income through coordinated asset withdrawals and tax-advantaged accounts. He also emphasized the importance of delivering accessible financial planning aligned with individual objectives.

Lucia Capital Group’s advisory framework incorporates diversified investment methodologies and structured planning principles, including its proprietary Bucket Strategy, a model designed to manage retirement income across multiple time horizons.

The full roundtable feature is available on the San Diego Business Journal’s official website.

About Lucia Capital Group

Lucia Capital Group is a San Diego–based wealth management firm offering services in retirement income planning, investment management, and tax strategy. The firm provides financial guidance to individuals, families, and business owners through a structured planning model and fiduciary commitment.

Important Disclosures

The information contained herein is for general informational and educational purposes only and should not be construed as individualized advice. Investment strategies, including tax strategies, involve risk and may not be suitable for all investors. There is no assurance that any specific strategy or investment will achieve its objectives. Tax laws are subject to change and may impact investment decisions. Individuals should consult a qualified tax or financial professional for guidance tailored to their personal circumstances.

Joe P. Lucia is a registered representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor and member FINRA/SIPC.The Bucket Strategy is a registered trademark of Lucia Capital Group.

Media Contact
Company Name: Lucia Capital Group
Contact Person: Joe P
Email: Send Email
Phone: (800) 644-1150
Country: Canada
Website: http://www.luciacap.com

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