Brenda Janikowski (CFP®)

Brenda Janikowski focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Social Security benefits
  • Medicare and Supplemental Insurance
  • Estate Transfers upon death
  • Retirement Planning
  • Investment Management for tax efficiency

Additional Information

The most rewarding part of my day is the knowledge that I have helped my clients come closer to achieving their long-term financial goals.  it doesn't matter whether it's funding a college education for a client's child or grandchildren, creating a plan to help a client retire in comfort, or putting in place the estate documents needed to ensure a client's assets will go where they want.  When a client says, "I couldn't have done it without you." it makes my day.

For me, financial services is about making a connection with clients, forming a relationship based on trust and feeling like I can be part of their financial success.  Because financial planning has so many moving parts, I understand that the process can be intimidating to many people.  My goal is to make things simple, helping people understand each step so they can make sound decisions and become financially secure.

As an associate wealth advisor, I help manage client assets through portfolio implementation, rebalancing, retirement analysis, and tax and estate planning.  I understand the peace of mind that comes with a thorough and comprehensive wealth management plan, tailored and maintained according to each client's need.

Starting in 1996, I served as a financial advisor with Asset Strategies Inc., until the firm joined Buckingham Strategic Wealth in 2015.  I am also currently serving as secretary for the Central Wyoming Estate Planning Council.   

NAPFA Start Date

April 01, 2007


This Office

111 W 2nd St Ste 608 Casper, WY 82601-2469 Phone: (307) 266-4525