Janelle Woods (BA, CFP®, MBA)

Janelle Woods focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
NAPFA Start Date
February 15, 2019