Matthew Page has been Chief Compliance Officer of Lucas Group Financial Planners since February 2018, is a control person of the firm and directly owns 75% or more of it.
Lucas Group Financial Planners, Inc. is a Sacramento, CA firm with $456M under management, 956 clients and 3 advisers across 2 offices, as of its August 2026 filing.
Matthew Page is Owner and President of True Wave Financial Planners. He works with individuals, families and business owners on investment management, retirement planning, tax strategies, estate planning and wealth preservation, and has over 20 years of experience.
Matthew Page’s longest registration is the current one, 12 years at Lucas Group Financial Planners since 2014. Before joining Lucas Group Financial Planners in 2014, Matthew Page was registered through Capital Planning Advisors LLC and NFP Securities, Inc.
- True Wave Financial PlannersCurrent– present · 12 yearsSacramento, CA · Adviser representative · Firm CRD 130163
- Capital Planning Advisors LLC– · under a yearSacramento, CA · Adviser representative · Firm CRD 170266
- NFP Securities, Inc.– · 2 yearsSacramento, CA · Adviser representative · Firm CRD 42046
Professional designations
Listed by Lucas Group Financial Planners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Plans Specialist (CRPS®)
- Chartered Advisor in Philanthropy (CAP®)
Investment adviser representative registrations
Matthew Page is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2014; the most recent is Texas, in January 2025.
- CaliforniaSince 15 September 2014
- TexasResidentSince 24 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 22 May 2015 |
| Series 66 | Uniform Combined State Law Examination | 23 March 2011 |
| Series 7 | General Securities Representative Examination | 10 February 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 September 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 September 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Maguire Page
- CRD
- 3166601
- Firm
- Lucas Group Financial Planners · CRD 130163
- Role
- Chief Compliance Officer
- Office
- 1545 RIVER PARK DRIVE,, SUITE 401, Sacramento, CA 95815
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truewavefinancial.com
Where does Matthew Page work?
Matthew Page has been Chief Compliance Officer of Lucas Group Financial Planners, Inc. since February 2018, and is a control person of the firm.
Is Matthew Page a financial advisor?
Yes. Matthew Page has a current investment-adviser registration in California and Texas, through Lucas Group Financial Planners since September 2014.
How many years of experience does Matthew Page have?
Matthew Page has 23 years in the financial industry, since July 2003, across 3 adviser firms.
What exams has Matthew Page passed?
Matthew Page has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 6, was passed in September 2003. FINRA credited Matthew Page with the SIE, which began in October 2018.
Where did Matthew Page work before Lucas Group Financial Planners?
Before Lucas Group Financial Planners, Matthew Page was registered through Capital Planning Advisors LLC, March 2014 to September 2014; NFP Securities, Inc., March 2011 to February 2014.
Where is Matthew Page based?
Matthew Page’s registered office is in Sacramento, CA.
Is Matthew Page registered with FINRA?
No. Matthew Page has no current broker registration.
Is Matthew Page a CFP?
Lucas Group Financial Planners lists Matthew Page with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Page’s record?
Search CRD 3166601 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Page’s full registration record.