Derek Bruton / Chief Executive Officer
As the CEO of Lucia Capital Group, Derek Bruton oversees the growth and operations of the firm, its subsidiaries, and affiliates.
He is directly responsible for leading the development and growth of the Wealth Services and Capital Management platforms and, most importantly, ensuring professional and proactive service to the clients of Lucia Capital Group.
Derek has been in the financial services business for over 23 years, having started his career as an equity research analyst in Tokyo, Japan.
He has served in sales, business, and portfolio management roles throughout his career at Charles Schwab, Merrill Lynch, and TD Ameritrade.
Most recently, Derek spent seven years as a senior executive at the largest independent broker/dealer in the country, LPL Financial, where he oversaw the growth and satisfaction of over 11,000 financial advisors.
led a team of over 130 professionals in business development, relationship management, and practice acquisitions while also building and running the firm's Registered Investment Advisor platform.
Derek received his B.A. in history and organizational behavior from Stanford University and completed an executive leadership program at Harvard Business School.
He was also a four-year letterman on the Stanford basketball team, serving as captain his senior year.
holds the FINRA Series 7, 8, 24, and 63 licenses with Lucia Securities, LLC.
is very active in the San Diego community, particularly with helping San Diego's youth overcome adversity and thrive in life.
He has served on the board of Big Brothers Big Sisters of San Diego County for three years and is currently the board chair.
wife of 22 years, Helen, are avid tennis players and have two wonderful teenage daughters, Sera and Grace.