Janean Stripe, CFP®
Senior Vice President, Wealth Advisor
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.
Check the background for Janean Stripe on FINRA's BrokerCheck.
- Carey Rojas
(800) 644-1150 ext. 1057