#002 Vaulted Views Joe Lucia: From Wine & Spirits to Wealth Management

Hi Vaulted Viewer, 

Our latest podcast episode is here! This week, I had the pleasure of sitting down with one of my favorite people in the world, a person who also happens to be my cousin and business partner – Joe Lucia. Joe's journey is fascinating, and I’m excited for you to hear his story. 

🎧 Episode Highlights: 

From Malibu to Milan 

Joe takes us back to his college days at Pepperdine University, located on the beaches of Malibu. In addition to all the sun and surf, Joe proved himself to be a go-getter from the start, working at a local gym and hanging out with some of Hollywood's elite. 

The Wine & Spirits Entrepreneur 

After college, Joe jumped headfirst into the wine and spirits industry. He tells us about flying to Italy, meeting with prestigious wine producers, and then getting to work building his own import business. Imagine being in your mid-20s and negotiating deals with major retailers like Costco and Trader Joe's! 

A Pivot to Wealth Management 

From there, Joe talks about his transition from the world of wine and spirits to the equally challenging field of wealth management. In this episode he talks about how he leveraged his sales skills and relationships to build a $2 billion wealth management firm. 

The Bucket Strategy ® 

Joe also talks about The Bucket Strategy ®, and the importance of having a steady, reliable cash flow regardless of current market conditions.  

Why You Should Listen 

This episode is a masterclass in entrepreneurship, resilience, and the power of relationships. Joe's story demonstrates how, with some hard work and some good luck on your side, you can pivot and succeed in entirely new fields. Plus, if you're interested in financial planning, Joe also offers some tips and advice that you won't want to miss. 

Tune In Now! 

Don't miss out on our latest episode. Click the link below to listen now: 

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Thank you for being a part of our podcast family. Your support means the world to us. If you enjoy the episode, please consider leaving a review and sharing it with your friends and family. 

All the best, 
Ray Lucia Jr. 

P.S. Got questions or comments? We'd love to hear from you! Connect with me on social media. 

1. For Investors: If you have at least $500k to invest, I can connect you with a financial advisor at Lucia Capital Group. Click here to schedule an appointment

2. For Financial Advisors: If you are a financial advisor looking for help growing, optimizing or selling your business. Click here to schedule a discovery meeting with me

3. Become a Podcast Guest: If you are a founder, business owner, community leader or financial industry professional and would like to be featured on Vaulted Views podcast, click here to apply.