Robert J. Lucia
Bob Lucia has more than 30 years of experience in the financial services business, managing assets, providing tax consultation and financial planning for high net worth individuals. Early in his career he worked with Hood & Strong and served as a tax supervisor for Touche, Ross & Company in their emerging small business division before forming Andrews, Lucia & Company, LLP in 1984 –a full service accounting firm in San Mateo, CA.
Seeing a need among his accounting clients for a more fully integrated wealth management solution, he founded Andrews, Lucia Wealth Management LLC in 2004 as a fee-only registered investment firm, so that he could devote his attention to assisting his clients in making smart decisions with their money.Bob is a Certified Public Accountant and Personal Financial Specialist accredited by the American Institute of Certified Public Accountants. He graduated from Golden Gate University with a degree in Accounting and attended the Master of Tax program. He enjoys traveling and cooking.
Scott J. Lucia
Scott is a Certified Financial Planner (CFP®) and Investment Advisor Representative who worked with Bob to create Andrews, Lucia Wealth Management LLC in 2004. Scott’s advisory relationships range from top executives at public companies across a variety of sectors to small business owners. His career in investment strategy and executive compensation consulting provide him with enormous perspective and a broad understanding of how to maximize client wealth based on their current and future needs.
Scott is a Certified Financial Planner™. A graduate of Arizona State University, he is actively involved in several professional groups including the Financial Planning Association, Evidence-Based Advisors and Behavior Finance in Investment Management Forum. Scott sits on the board of the Discovery Counseling Center, a non-profit in Danville and is a graduate of Leadership San Ramon Valley, class of 2014/2015. He is a passionate reader, golfer and traveler.