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Hi Vaulted Viewer,
I hope you’re all doing well! I'm excited to share my latest podcast episode featuring a longtime friend and colleague: Rick “The Professor” Plum, CFP®, Chief Financial Planning Officer at Lucia Capital Group.
This week I got to hang out and enjoy an adult beverage with one of my favorites, Rick Plum. Rick is just about the nicest guy you will ever meet, and he’s so low key about his profile that you might be surprised to learn about his journey from aspiring fighter pilot to financial planning wizard.
Rick shares his story of how he pivoted from his original desire to fly fighter jets to discovering an even greater passion for financial planning. Growing up in the Southern California desert, Rick's love for speed and adventure shaped his outlook on life and finance. It taught him valuable lessons about life – things like making sure that safety and survival come first, well before you strap yourself in for the long ride ahead.
Rick emphasizes that financial strategies need to take the same approach. He discusses how to manage emotions during market fluctuations and the critical role taxes play in retirement planning.
Today’s episode is packed with insights and stories that will not just inspire you, but also give you perspectives that you probably have never seen or considered before.
Oh, and by the way, Rick is a Coors Light guy in case you were wondering…
Tune in now to hear Rick's incredible journey and gain valuable tips for your financial future!
As always, I thank you for being part of the Vaulted Views community.
Cheers!
Ray Jr.
- 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.