JACQUELINE M. OPREAN

Jacqueline began her career as a financial advisor in 2012 at Morgan Stanley, while pursuing her MBA at Walsh University. With her team at Morgan Stanley, she served as the Financial Planning Specialist, where she worked with businesses and their employees through 401k retirement plans. She also worked one-on-one with individuals in planning for their futures as well as their families. She also led a team of associates for the Complex dedicated to supporting advisors in completing financial plans for their clients. She later took the role of Business Development Manager for NOWPAC, in which she was responsible for driving growth within the Complex by connecting advisors to the vast resources of the firm and improving proficiency of financial advisors in their practices.

Jacqueline then moved to Edward Jones, where she re-ignited her own practice with a focus on high net worth individuals as well as business owners. She has a special passion for supporting business owners in identifying, growing, and protecting what they have after dedicating their lives to their businesses. For that reason she pursued the Certified Exit Planning Analyst designation and is now working with business owners in expanded offerings for business growth, protection, and exit strategies.

As co-founder and CEO of Lumina Wealth Management, she and her team have an objective to light the way to independence for individuals and businesses, supporting them in their personal and professional endeavors through strong relationships and one on one planning.

Jacqueline began her career as a financial advisor in 2012 at Morgan Stanley, while pursuing her MBA at Walsh University. With her team at Morgan Stanley, she served as the Financial Planning Specialist, where she worked with businesses and their employees through 401k retirement plans. She also worked one-on-one with individuals in planning for their futures as well as their families. She also led a team of associates for the Complex dedicated to supporting advisors in completing financial plans for their clients. She later took the role of Business Development Manager for NOWPAC, in which she was responsible for driving growth within the Complex by connecting advisors to the vast resources of the firm and improving proficiency of financial advisors in their practices.

Jacqueline then moved to Edward Jones, where she re-ignited her own practice with a focus on high net worth individuals as well as business owners. She has a special passion for supporting business owners in identifying, growing, and protecting what they have after dedicating their lives to their businesses. For that reason she pursued the Certified Exit Planning Analyst designation and is now working with business owners in expanded offerings for business growth, protection, and exit strategies.

As co-founder and CEO of Lumina Wealth Management, she and her team have an objective to light the way to independence for individuals and businesses, supporting them in their personal and professional endeavors through strong relationships and one on one planning.