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Janet Stanzak (CFP®, MS)

Janet Stanzak focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Janet’s passion is helping people achieve fulfillment through clarity and confidence in their financial life. Life transition planning is her specialty, focusing on possible strategies and their respective impact to outcomes.

 

Over 30 years of experience and expertise integrate the art and science of financial planning into your recommendations so you can be confident in the choices you make.

 

Clarity is about aligning your financial actions with what truly matters.  Values, beliefs, and goals are at the core of understanding what matters most to you.  Clarity also is about understanding the pro's and con's of each decision we face.  Understanding leads to being able to prioritize our choices based on what really matters in our lives.  It also gives us direction in creative problem solving and financial strategies.

 

The science of financial planning involves analysis, due diligence, and strategic thinking to assure solutions are technically sound.  Janet helps you understand how various strategies impact your results.  Knowledge breeds confidence.

 

Services include "what if" scenario planning and analysis, portfolio construction and investment management, retirement income distribution strategies, tax planning, risk management, and estate and legacy planning.

Additional Information

  • Masters of Science in Financial Planning (1998)
  • BBA Honors Graduate, University of Wisconsin (1981)
  • Certified Financial Planner (1986)
  • National 2014 President, Financial Planning Association
  • 2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018 Five Star Wealth Manager - Mpls. St. Paul Magazine and Twin Cities Business
  • National Board of Directors, Financial Planning Association (FPA) (2010 - 2015)
  • Advisory Council, MN State - Mankato CFP Review (2005 - 2011)
  • Chair, FPA Leadership Advisory Group (2009); Chair, FPA of MN Chapter (2006)
  • Bloomberg's Top Wealth Manager (2001 and 2002)
  • Featured contributor, Wall Street Journal, Minnesota Business Magazine, CNBC digital, Financial Planning Magazine, Jill on Money
  • Featured tax planning guest, WCCO-TV
  • Chanhassen Rotary
  • Financial Literacy Teacher for high schools and adults

NAPFA Start Date

September 22, 2008

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

11995 County Road 11, #130 Burnsville, MN 55337 Phone: (952) 646-0026
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