Jeanine M. Beratta, JD, MBA
Jeanine has been working in the financial services industry for more than 14 years. She specializes in comprehensive wealth management and financial planning. Jeanine works closely with her clients to develop a cohesive financial strategy that starts before and continues through retirement.
Chairman and Founder of Accardi Financial Group
CEO and Wealth Strategist of Accardi Financial Group
President and Wealth Strategist of Accardi Financial Group
Joe Accardi, Damon Accardi, and Danielle Accardi are not affiliated with Nexus Financial Group.
Ray Lucia Jr.
Chairman and CEO of Lucia Capital Group
Joe P. Lucia
President of Lucia Capital Group
Rick Plum, CFP®
Chief Financial Planning Officer of Lucia Capital Group