Why an Over-Diversified Portfolio Is a Problem
June 14, 2023
Meet Janean Stripe, CFP®
Senior Vice President, Wealth Manager at Lucia Capital Group
Together, we’ll craft a personalized strategy to help you work towards your financial goals.
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(800) 644-1150
Connect with Janean Stripe, CFP®
Janean Stripe, CFP® Associates
Janean Stripe, CFP®
Senior Vice President, Wealth Manager
Janean Stripe is a regional vice president and wealth manager 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 (held with LPL Financial). She is also a CERTIFIED FINANCIAL PLANNER™ professional.
As a wealth manager 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.
See Janean in Action
Retirement planning start with education
View our full range of on-demand videos, articles, and live events dedicated to helping you understand financial planning and investing.
Why You Should Consider Multiple Sources of Retirement Income
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Setting Up Your Heirs for Sudden Wealth- Episode 116
November 22, 2022
What to Do with Sudden Wealth
November 17, 2022
How can we help you the most?
Schedule a meeting with Janean Stripe, CFP®
Step 1: Introductory Call
It all starts with a phone call that allows us to get to know each other and to find out if our advice and philosophy are a good match for your situation. During this call we’ll get into what your specific goals are, where you’d like to be in the future, and how we may be able to help you get there.
Step 2: Meet with Your Advisor
During this meeting, you'll see exactly how we would implement your strategy and what it would look like to work together. At this point, we'll ask you to take some time to think about whether you believe if we're the right fit for you. It's important that you make an informed decision, and we encourage you to take whatever time is necessary.
Step 3: Getting Started
If we all believe this is a good fit, we'll begin the process to get you on board as a client of the firm. We'll take you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.
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