RJL Wealth Management

(800) 644-1150

Buckets of Money®

Aim to retire in comfort & safety

Created by our initial founder, Raymond J. Lucia, Sr. CFP®, Buckets of Money® is an asset allocation philosophy for individuals approaching retirement or those who have already retired. Ray Lucia, Sr. has authored two books on the topic: "Buckets of Money® How to Retire in Comfort & Safety," and "Ready. Set. Retire."

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Brokerage Services

Learn about investment account options with RJL Wealth Management

Most RJL Wealth Management investment advisor representatives are also registered representatives of First Allied Securities, Inc. a Registered Broker/Dealer (member FINRA/SIPC). This affiliation allows the advisors of RJL Wealth Management to offer a full suite of investment brokerage services.

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Insurance Services

RJL Wealth Management Insurance Services

RJL Wealth Management offers insurance solutions through RJL Insurance Services, LLC. We offer policies and products from highly rated insurance providers across the spectrum of Life Insurance, Long-term Care Insurance, Disability Insurance and Annuities.

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Financial Planning

Comprehensive, independent financial planning

RJL Wealth Management's team of advisors can provide clients with: education planning; charitable giving; tax planning; wealth transfer planning; and retirement planning.

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RJL Wealth Management - Independent Financial Services

Headquartered in San Diego, California, RJL Wealth Management (RJLWM) is a comprehensive wealth management firm with offices and meeting locations nationwide. We strive to help our clients retire in comfort and safety by utilizing Raymond J. Lucia's Buckets of Money® retirement strategy. This strategy has been applied to individuals, multi-generational families, foundations, corporations and retirement plans. RJLWM's predecessor company was founded by Raymond J. Lucia, Sr., CFP® over two decades ago. RJLWM is headed by Raymond J. Lucia, Jr. CPA and a diverse management team.

Become a Client

Aim to retire in comfort and safety. Click here to learn more about working with RJL Wealth Management.

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RJL Wealth Management Home

Home Office: 13520 Evening Creek Drive N. #300 / San Diego, CA 92128 Phone: (800) 644-1150

Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer, member FINRA/SIPC. RJL Wealth Management, LLC and First Allied Securities, Inc. are not affiliated. Bucketize™, Buckets of Money®, Bucketeer®, Bucket®, Money Clip®, and Legacy Bucket® are registered trademarks of Raymond J. Lucia, Sr., CFP®.

Raymond J. Lucia, Sr. is not a Registered Representative of First Allied Securities, Inc.

Raymond J. Lucia, Jr. California Insurance License #0E12175

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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.