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Words to Live By
Real change, enduring change, happens one step at a time.
Ruth Bader Ginsburg
Client Experience Professionals
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About
A native of San Diego, Janet has over 20 years of experience advising professionals on their financial planning needs – working for industry giants including TIAA, Goldman Sachs Personal Financial Management, and United Capital. She is a Certified Financial PlannerⓇ who has seen the gamut of planning areas over her career, ranging from accounting to designing executive compensation plans.
Janet has previously served on the San Diego board of the Executive Women International (EWI) and various committees for the Financial Planning Association (FPA), which has helped broaden her wealth of knowledge and industry.
Janet relishes the time spent with her horses. She is an avid reader, hiker, and loves camping and touring national parks.