PANEL: Inside the Playbook: How Top Wealth Managers Leverage ETFs to Drive Client Success

Jacqueline Oprean is a seasoned financial advisor with over a decade of experience guiding individuals and business owners toward financial independence. As the CEO and Co-Founder of Lumina Wealth Management, she leads a team dedicated to personalized planning that aligns with clients’ unique goals and values.

Jacqueline began her financial advisory career in 2012 at Morgan Stanley while pursuing her MBA at Walsh University. There, she served as a Financial Planning Specialist, focusing on 401(k) retirement plans and comprehensive financial strategies for both businesses and individuals. She later advanced to Business Development Manager, where she connected advisors to the firm’s extensive resources and enhanced their practice proficiency.

In 2018, Jacqueline joined Edward Jones, reigniting her practice with a focus on high-net-worth individuals and business owners. Her passion for supporting business owners led her to earn the Certified Exit Planning Advisor (CEPA®) designation, enabling her to assist clients in business growth, protection, and exit strategies.

At Lumina Wealth Management, Jacqueline and her team uphold a fiduciary standard, ensuring that clients’ best interests are the foremost priority. Her approach involves crafting tailored financial plans that adapt to clients’ evolving needs, emphasizing clarity, transparency, and trust.

Jacqueline holds an MBA and is a Certified Exit Planning Advisor (CEPA®), Chartered Retirement Plans Specialist™ (CRPS™), and Accredited Asset Management Specialist™ (AAMS™). She is also a Vice President at Alden Investment Group.