Please complete the CAPTCHA to continue
@planmember.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Chris Janeway, Cpfa is listed as Financial Advisor - Investor Coach - Public Speaker at Fourth Point Wealth, based in Newport Beach, California, United States. AeroLeads shows a work email signal at planmember.com and a matched LinkedIn profile for Chris Janeway, Cpfa.
Chris Janeway, Cpfa previously worked as President at Fourth Point Wealth and Financial Advisor, CPFA at Planmember Financial Corporation. Chris Janeway, Cpfa holds Bachelor'S Degree from University Of California, Berkeley.
This section adds company-level context without repeating Chris Janeway, Cpfa's masked contact details.
AeroLeads found 1 current-domain work email signal for Chris Janeway, Cpfa. Compare company email patterns before reaching out.
I founded Fourth Point Wealth to work with a select group of families and organizations committed to understanding their wealth, identifying their goals and who value a financial coach that can guide them on their path.I believe that everyone can benefit from financial education. Families that truly understand their investments stay committed to their plan for long term wealth and are less likely to panic when markets and their investments fluctuate. We've developed and refined a process to ensure client goals are addressed, key risk points are covered and clients can achieve peace of mind around their assets. We provide investment advisory services that clients can be confident about, regardless of day-to-day market changes.Being able to help people in my professional life is a great privilege and I love coming to work every day. In addition to serving clients, I strongly believe in the power of volunteering in our community actively work with: -Santa Barbara Education Foundation: Treasurer & Board Member -Partners in Education: Career & Financial Literacy Volunteer -The First Tee - Central Coast: Advisory Council Member & Past Board Member -Katie's FUNd at Alpha Resource Center: Co-founder & Volunteer -Jodi House Brain Injury Support Center - Board MemberIn September of 2011 I was named to the "40 Under 40" list by the Pacific Coast Business Times, honoring the top 40 business professionals under the age of 40 in the Tri-County area. I’m also honored to work with Dave Ramsey’s SmartVestor Pro (SVP) program and have made a long-term commitment to the people and businesses in the communities I serve.When I'm away from the office, I am an avid golfer and enjoy spending time with my wife, Katy, and our sons, Brennan and Graham. CPFA - Certified Plan Fiduciary Advisor
Listed skills include Retirement Planning, Mutual Funds, Investments, Financial Advisory, and 24 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Newport Beach, California, US
Franklin, TN, US
With an SVP, you know for sure that you’re getting the same quality of advice that Dave would give. You can feel comfortable talking with an SVP because each and every one of them has the heart of a teacher. A good investing pro is going to do more than pick your funds. They are going to fit your investments into your life and educate you so you’ll.
Ponte Vedra Beach, Florida, US
Board Member From 2011-2015Improving the lives of young people by emphasizing educational and character development through the game of golf.
Santa Barbara, CA, US
Jodi House empowers brain injury survivors and their families to reconnect, rebuild and move forward together within our community.
The Santa Barbara Education Foundation (SBEF) promotes community investment in public education to ensure equity and access to an innovative, world-class education that inspires confidence, competence, and creativity in every student in the Santa Barbara Unified School District. Created by educators and parents in 1985, the Santa Barbara Education.
Santa Barbara, California, US
Our mission is to connect businesses and individuals with schools and youth-serving nonprofit organizations that serve them, in order to improve public education in ways that support a more vibrant economy, the health of our community and the well-being of local children and their families.
Quick answers generated from the profile data available on this page.
Chris Janeway, Cpfa works for Fourth Point Wealth.
Chris Janeway, Cpfa is listed as Financial Advisor - Investor Coach - Public Speaker at Fourth Point Wealth.
AeroLeads has found 1 work email signal at @planmember.com for Chris Janeway, Cpfa at Fourth Point Wealth.
Chris Janeway, Cpfa is based in Newport Beach, California, United States while working with Fourth Point Wealth.
Chris Janeway, Cpfa has worked for Fourth Point Wealth, Planmember Financial Corporation, Ramsey Solutions, A Dave Ramsey Company, The First Tee - Central Coast, and Jodi House, Inc..
You can use AeroLeads to view verified contact signals for Chris Janeway, Cpfa at Fourth Point Wealth, including work email, phone, and LinkedIn data when available.
Chris Janeway, Cpfa holds Bachelor'S Degree from University Of California, Berkeley.
Chris Janeway, Cpfa is listed with skills including Retirement Planning, Mutual Funds, Investments, Financial Advisory, Financial Services, Investment Advisory, Life Insurance, and College Savings Plans.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts