Janelle McCreary, CFP^®

Designations and Licenses

Janelle is a CERTIFIED FINANCIAL PLANNER^™ professional.

Experience and Education

Janelle builds and maintains client relationships by providing comprehensive wealth management plans to clients. She assists with retirement planning and collaborates with a senior wealth advisor to make wealth plan recommendations to clients based on ongoing, in-depth discussions around their goals.

Janelle brings more than a decade of experience in the financial planning industry.

She has a bachelor’s degree from San Diego State University.