Brian Janus, Crpc™ Email & Phone Number

Are you in the midst of a career or other life transition looking for advice on your 401K / Retirement Plan?Are you feeling unsure about whether your investments are structured properly to help meet your goals given the current market environment?Are you feeling uncomfortable with the investment advice you have been receiving and are seeking a second opinion on your investments?Our team of experienced professionals will get a clear understanding of what's important to you and will create the right strategy in order to help meet your financial objectives.Brian has over 20 years of experience as a financial advisor. In 2002, he helped form the Highland Chaiten Janus Group with his partner Cindy Chaiten. Brian is dedicated to providing clients with the finest individually tailored approach to financial and wealth management strategies. Brian works with professionals, business owners, and families to help meet their financial goals. He is passionate about building long term client relationships through his commitment to provide outstanding guidance and service. Brian's roles within the team include investment oversight, individual security analysis, fixed income analysis, and team marketing. In 2010, he earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. Brian is a graduate of the Richard T. Farmer School of Business at Miami University. He resides in South Russell with his wife Sarah along with children: Joshua, Giuliana and Nicolas. Brian has coached CYO basketball teams for several years at St. Joan of Arc School and recently served as the Co President of PTO there with Sarah.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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  Senior Financial Advisor, Vice President

  Merrill Lynch Wealth Management

  Nov 2008 - Present

  The Highlands CJ Group is a team of experienced professionals providing holistic financial advice. We strive to provide an exceptional client experience by utilizing all of the resources Merrill has to offer. We will always act honestly, with integrity, and in the best interest of our clients.I would welcome a connection if:* You are currently experiencing a career/life transition and need retirement planning services* You are in need of holistic investment and retirement planning advice* You are seeking a second opinion on your investments / wealth management strategy* You are a Business Owner seeking advice on structuring retirement plans* You are a CPA or Attorney interested in providing a resource for your clients

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  Miami University Oh

  Bachelor'S Degree