• #000 - Vaulted Views - From CPA to CEO: Ray Lucia Jr.'s Journey

  • Sep 16 2024
  • Length: 26 mins
  • Podcast

#000 - Vaulted Views - From CPA to CEO: Ray Lucia Jr.'s Journey

  • Summary

  • Meet Ray Lucia Jr. In the debut episode of Vaulted Views, host Ray Lucia Jr. shares his background, journey, and vision for the podcast. Join Ray and interviewer Emily Paup as they discuss Ray's extensive experience in the financial services industry, his mission to help 1 million American households, and his personal vices like bourbon, cigars, and horse racing.

    Key Highlights:

    • Ray's background in wealth management and asset management
    • Ray's big, hairy, audacious goal (BHAG) of helping 1 million American households
    • Ray's vices including bourbon, cigars, and horse racing

    Tune in to get to know Ray Lucia Jr. and his vision for Vaulted Views. Stay tuned for upcoming episodes featuring special guests and valuable insights into finance, business, and more. Don't miss out on this engaging and informative podcast journey!

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