Jeanean Stripe, CFP®

Janean Stripe, CFP®

Senior Vice President, Wealth Advisor

Biography

Janean Stripe is a regional vice president and wealth advisor at Lucia Capital Group and has been in the financial services industry for more than 25 years. Janean graduated with a B.A. in economics and business administration from Chapman University and earned an MBA in marketing and finance from the University of San Diego. She currently holds the following industry licenses: CA insurance license #0742360, Series 7, and Series 63. She is also a CERTIFIED FINANCIAL PLANNER™ professional.

As a wealth advisor primarily serving the San Diego area, Janean provides comprehensive financial planning services for her clients. Janean is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).

Outside of work, Janean enjoys sports, hiking, and traveling.

Jeanean Stripe, CFP®

Contact Information

Check the background for Janean Stripe on FINRA's BrokerCheck.

Associates

  • Carey Rojas
    (800) 644-1150 ext. 1057