Janean Stripe Email & Phone Number
CFP, Regional Vice President, Wealth Advisor @ Lucia Capital Group
Janean Stripe's Location
Rancho Santa Fe, CA, US
Janean Stripe's Work
- CFP, Regional Vice President, Wealth Advisor @ Lucia Capital Group
- CFP, Wealth Manager @ Lucia Capital Group
- Registered Representative @ Lucia Securities, LLC
- Wealth Manager @ Raymond J Lucia Companies
- VP Branch and Regional Manager @ CalFed Bank
- Sr. V. P. and Chief Savings Officer @ Escondido Savings/Carver Savings
Janean Stripe's Education
- University of San Diego
MBA (Finance and marketing)
1983 - 1986 - Chapman University
BA (Economics and Business Administration)
1974 - 1978
Janean Stripe's Skills
- Alternative Investments
- Public Speaking
- Retirement Planning
- Financial Planning
- Portfolio Management
- Financial Modeling
- Investments
- Asset Allocation
- Investment Advisory
- Asset Managment
Janean Stripe's Summary
Janean Stripe, based in Rancho Santa Fe, CA, US, is currently a CFP, Regional Vice President, Wealth Advisor at Lucia Capital Group, bringing experience from previous roles at RJL Wealth Management LLC, Lucia Securities, LLC, Raymond J Lucia Companies, Inc. and CalFed Bank. Janean Stripe holds a 1983 - 1986 MBA in Finance and marketing @ University of San Diego. With a robust skill set that includes Alternative Investments, Public Speaking, Retirement Planning, Financial Planning, Portfolio Management and more, Janean Stripe contributes valuable insights to the industry. Janean Stripe has 2 emails and 1 mobile phone number on RocketReach.
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