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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.
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