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Hi Vaulted Viewer,
My latest podcast episode is here! This week’s episode features Marni von Wilpert, San Diegan and current city councilmember. Marni's life story is absolutely riveting, from her roots in Scripps Ranch to her work in the Peace Corps in Botswana, and her rise through the ranks of law and politics.
What to Expect:
A Journey of Service: Marni shares how the events of September 11th shaped her path and led her to join the Peace Corps, where she worked with children affected by the AIDS crisis in Africa.
Legal Advocacy: You’ll hear about her experiences as a lawyer in Mississippi, where she fought for the rights of those living with HIV and worked to combat discrimination.
Political Aspirations: Marni discusses her transition to Washington D.C., working for the U.S. House of Representatives, and her decision after the 2016 election to return to California to run for city council.
Big News: For the first time publicly, Marni will make a BIG announcement, and it all happens right here in the vault!
A Touch of Humor: We also share some light-hearted moments, including our favorite Girl Scout cookies and a few lawyer jokes that you won’t want to miss! (It’s okay, she’s an attorney herself!)
Join me for this fascinating conversation that not only highlights Marni's dedication to public service but also inspires us all to make a difference in our communities.
🎙️ New Episodes Release Every Monday: Available on YouTube, Spotify, Amazon, and Apple Podcasts. Subscribe to our newsletter to stay updated with the latest episodes and behind-the-scenes content.
Thank you for your continued support, and don’t forget to subscribe and leave a review!
Cheers!
Ray Lucia Jr.
Host of Vaulted Views
- 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
- 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
- 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.
I can’t but help that deep down I am and always will be a financial advisor. From time to time I plan on sharing financial strategies and concepts that I feel will be valuable to our subscribers.
I have learned a lot over the years about the financial services industry. Financial advisors are small business owners balancing two roles, first being a financial advisor to their clients and second being a responsible business owner for their family, staff and their community. I plan on sharing financial industry content and my experiences to this select group of subscribers here.
We all have vices. Mine are fine whiskeys, cigars and thoroughbred horseracing. So if you are in to that, I will share what I'm up to recently to relax and enjoy my time away from the hustle.
Thank you for being a part of this journey. Together, we’ll unlock the secrets to success in money, business, and life.
Warm regards,
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Let’s Start the Conversation
Whether you’re an advisor looking to grow, an investor seeking clarity, or a community partner with a shared vision — Ray welcomes the opportunity to connect.
Every great relationship starts with a conversation, and every conversation begins with a question. Step inside the vault and reach out below.
For Financial Advisors
If you’re interested in collaboration, partnerships, or joining the Quotient ecosystem, start by joining the Quotient Advisor Community — it’s where ideas turn into action.
For Investors
If you’d like to connect with a wealth advisor from Lucia Capital Group or Quotient Advisor Partners to explore your financial plan, we’ll connect you with the right team.
For Media & Speaking Inquiries
Interviews • Events • Podcast Collaborations
Ray frequently speaks on leadership, innovation, and the evolution of wealth management.
For Financial Advisors
If you’re interested in collaboration, partnerships, or joining the Quotient ecosystem, start by joining the Quotient Advisor Community — it’s where ideas turn into action.
For Investors
If you’d like to connect with a wealth advisor from Lucia Capital Group or Quotient Advisor Partners to explore your financial plan, we’ll connect you with the right team.
For Media & Speaking Inquiries
Interviews • Events • Podcast Collaborations
Ray frequently speaks on leadership, innovation, and the evolution of wealth management.