Janet Wan Email & Phone Number
President | Retirement Planning Advisor @ Sierra Pacific Financial Advisors, LLC
Janet Wan's Location
California, United States
Janet Wan's Work
- President | Retirement Planning Advisor @ Sierra Pacific Financial Advisors, LLC
- Wealth Management Advisor | Financial Planner @ Freed & Myers Wealth Management, Inc.
- Senior Investment Associate @ Cambridge Associates
Janet Wan's Education
- University of Maryland College Park
BS (Finance, International Business)
- College for Financial Planning
CFP Professional Education Program
Janet Wan's Skills
- Microsoft Office
- Microsoft Excel
- Planning
- Symphony
- Services
- Asian Art
- Financial Analysis
- Strategic Planning
- Strategy
- Wealth Management
Janet Wan's Summary
Janet Wan, based in California, United States, is currently a President | Retirement Planning Advisor at Sierra Pacific Financial Advisors, LLC, bringing experience from previous roles at Freed & Myers Wealth Management, Inc. and Cambridge Associates. Janet Wan holds a BS in Finance, International Business @ University of Maryland College Park. With a robust skill set that includes Microsoft Office, Microsoft Excel, Planning, Symphony, Services and more, Janet Wan contributes valuable insights to the industry. Janet Wan has 2 emails on RocketReach.
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Janet Wan
President | Retirement Planning Advisor at Sierra Pacific Financial Advisors, LLC
California, United States23 -
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