Capital Asset Management

Lucia Capital Group, headquartered in San Diego, California, offers a comprehensive wealth management platform that integrates investment strategies, financial planning, and insurance services. The firm is comprised of a team of experienced professionals including CFP and CFA advisors, dedicated to helping clients achieve their financial goals through tailored solutions. With more than 15 locations nationwide, Lucia Capital Group serves a diverse clientele with varying financial needs and account sizes. Their commitment to client education and support is reflected in various resources, including articles, events, and a podcast focused on financial strategies. Generated from the website

Amg Legacy Planning is a financial planning firm based in Coral Springs, FL, specializing in estate planning and wealth management services. With a focus on long-term financial security, they assist clients in creating personalized strategies to protect and preserve their assets. Offering comprehensive solutions for individuals and families, Amg Legacy Planning guides clients through the complexities of estate planning, retirement planning, and investment management. Their experienced team is dedicated to helping clients achieve their financial goals and secure a stable future for themselves and their loved ones. Generated from their business information

CEO Advisors, headquartered in Miami, is a management consulting advisory firm that specializes in the Latin American, Caribbean, and U.S. markets. The firm offers a range of services including strategy, mergers and acquisitions, corporate finance, corporate advisory, government relations, public affairs, and non-market forces programs. With expertise spanning sectors such as Financial Institutions, Telecommunications, Media, Entertainment, Retail, Education, and Technology, CEO Advisors tailors its services to meet industry-specific challenges and opportunities. The firm's diverse clientele includes major corporations from the United States, Europe, Japan, and Latin America, featuring notable names like Chevron-Texaco, McDonald's, and General Electric. Generated from the website