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.