Ratings sourced from Google Business Profile · Last refreshed October 2026
Financial Advisors · Poway, CA
Consistently earns a strong 4.6-star rating from dozens of client reviews.
Listing data last updated May 11, 2026 · sourced from public Google Business Profile data
21 customer ratings on Google
Write a review here to help future customers choose the best local pros.
At 4.6★ from 21 ratings, Lucia Capital Group rates about even with the 4.7★ average of the 5 nearest financial advisors we track in Poway.
Financial Bridges
12975 Brookprinter Pl #140, Poway, CA 92064, USA
Momentum Financial and Insurance Services LLC
11770 Bernardo Plaza Ct, San Diego, CA 92128, USA
Mercer Advisors - San Diego
9740 Appaloosa Rd UNIT 150, San Diego, CA 92131, USA
Ellis Financial Group, Inc.
11440 W Bernardo Ct STE 300, San Diego, CA 92127, USA
Innovative Pension Strategies
12975 Brookprinter Pl #200, Poway, CA 92064, USA
Carl Friedemann - Private Wealth Advisor, Ameriprise Financial Services, LLC
12700 Stowe Dr Ste 240, Poway, CA 92064, USA