RJL Wealth Management
 |
Client Portal |  |
(800) 644-1150 |
| Request an Appointment |
|
RJL Wealth Management strives to provide each client with a customized financial plan based on their current situation and financial goals. Please complete the form below to request a complimentary consultation with a RJL Wealth Management financial advisor.
|
Wealth Planning Worksheet
Click here to complete a Wealth Planning Worksheet in preparation of your initial consultation.
- Download Form (PDF)
Initial Meeting Checklist
Prepare for your initial meeting with RJL Wealth Management. Review the initial meeting checklist to help maximize time with your advisor.
Become a Client
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
Copyright © 2010 RJL Wealth Management, LLC All rights reserved. Privacy Statement | Terms of Use | Copyright | ADV Part II & Schedule F
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.