Chris Janota, Cpfa®

Chris Janota, Cpfa® Email and Phone Number

President and Financial Advisor @ Envoy Wealth Management LLC
Crown Point, IN, US
Chris Janota, Cpfa®'s Location
Crown Point, Indiana, United States, United States
Chris Janota, Cpfa®'s Contact Details

Chris Janota, Cpfa® work email

Chris Janota, Cpfa® personal email

n/a
About Chris Janota, Cpfa®

I am both an educator and a comedian at heart -- I'll teach you what I know and make you laugh while doing it. I'm an elder millennial (ouch) and I'm an old soul who wishes we could go back to the times when people got dressed up to fly on airplanes. I have strong opinions but will calmly discuss them with you. The Capricorn in me pairs hard work and attention to detail with a dry sense of humor and quick wit. My carnitas taco recipe is way better than my golf swing.Growing up, I wanted to be the next Steven Spielberg and direct Hollywood movies. Instead, I direct people to financial solutions to improve their lives.Basically, I spend every moment of my days trying to help. I help my clients by:👉 establishing financial plans that fit their lives and guide them toward their retirement, education, charitable, or other goals.👉 helping business owners stay focused IN their business while I help them ON their business.👉 allowing them to financially de-stress knowing that I'm working on this process with them.I do my best to help in other ways, too:🔸 Board President of two non-profits: Act of Grace, Inc., focusing on helping youth with epilepsy and their immediate families, AND the Park Forest (IL) Historical Society -- a board my grandfather served on three decades ago🔸 Member of Cambridge's New Century Council, preparing the firm for the next generation, and Practice Management Council🔸 Mentoring students at my alma mater, Northern Illinois University, as well as reviewing scholarship applications🔸 Judging scholarship essays written by elementary through high school students nationwide focused on financial literacy through the InvestWrite and LifeHappens programsThese efforts led to me being honored with induction into the InvestmentNews 40 Under 40 Class of 2022, for which I am eternally grateful.So, here's my point:My mission is your success. Can I be your Envoy on your journey?🤝 TO CONNECT & LEARN MORE:📱 Instagram, Facebook, & Twitter: @envoywealth💌 chris@envoywm.com💻 My calendar: https://www.calendly.com/envoywealthSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Envoy Wealth Management LLC are not affiliated. Branch office: 9800 Connecticut Drive, Crown Point, IN, 46307. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Chris Janota, Cpfa®'s Current Company Details
Envoy Wealth Management LLC

Envoy Wealth Management Llc

View
President and Financial Advisor
Crown Point, IN, US
Employees:
1
Chris Janota, Cpfa® Work Experience Details
  • Envoy Wealth Management Llc
    President And Financial Advisor
    Envoy Wealth Management Llc
    Crown Point, In, Us
  • Envoy Wealth Management Llc
    President & Financial Advisor
    Envoy Wealth Management Llc Oct 2017 - Present
    Crown Point, Indiana, Us
    I focus on developing comprehensive investment analysis, wealth management strategies, insurance (life and business), and retirement and estate related needs for all of my clients. I work in the areas of stocks, bonds, mutual funds, life insurance and annuities, as well as REIT’s and BDC's, 529 College Savings plans, retirement plans for businesses (including 401(k), SEP IRA's and SIMPLE IRA's) and many other products and services.
  • Cetera Advisors Llc
    Financial Advisor
    Cetera Advisors Llc Oct 2016 - Dec 2018
    Denver, Co, Us
    On October 3, 2016, my previous broker/dealer firm, Investors Capital Corporation, wound down operations and those of us who were invited to do so became affiliated with Investors Capital's sister-firm, Cetera Advisors LLC.
  • Thiernau Financial Services, Inc.
    Financial Advisor
    Thiernau Financial Services, Inc. Jan 2017 - Jul 2017
  • Investors Capital Corporation
    Financial Consultant
    Investors Capital Corporation Jun 2015 - Oct 2016
  • Abacus Financial
    Director Of Investments
    Abacus Financial Sep 2014 - Jul 2016
  • Lasalle St. Securities
    Financial Advisor
    Lasalle St. Securities Jan 2010 - Sep 2014
    Elmhurst, Il, Us
  • Northern Illinois University
    Security Supervisor
    Northern Illinois University Sep 2003 - Apr 2009
    Dekalb, Il, Us
  • Morgan Stanley
    Summer Intern
    Morgan Stanley May 2006 - Aug 2006
    New York, Ny, Us
  • Fremont Investment & Loan
    Post Closing Coordinator
    Fremont Investment & Loan May 2005 - Aug 2005
    I reviewed completed loan documents to ensure the highest standards in corporate policy and federal regulations.
  • College Pro
    Franchise Owner
    College Pro Oct 2003 - Oct 2004
    Toronto, Ontario, Ca
    With a staff of 11, I managed $54,000 worth of sales and production in the summer months of 2004. I did my own marketing, personnel acquisition, payroll, equipment management and all sales activity. I ended the summer with a 94% customer satisfaction rating.

Chris Janota, Cpfa® Skills

Financial Services Investment Analysis Financial Analysis Investments Wealth Accumulation Personal Finance Small Business Consulting 401k Retirement Savings Retirement Income Social Security Analysis Estate Analysis College Savings Saving For Education Alternative Investments Impact Investing Socially Responsible Investing Market Research Life Insurance 401k Rollovers Mutual Funds Asset Allocation Variable Annuities Indexed Annuities Equity Indexed Annuities Fixed Annuities Reit 529 Plans Rollovers Retirement Iras Roth Ira Stock Trading Bond Markets Etfs Options Securities Bonds Financial Risk Insurance Finance Wealth Public Speaking Series 7 Sep Ira Simple Ira Traditional Ira Bdcs Group Presentations Community Engagement

Chris Janota, Cpfa® Education Details

  • Northern Illinois University
    Northern Illinois University
    Economics
  • Lincoln-Way Central High School
    Lincoln-Way Central High School

Frequently Asked Questions about Chris Janota, Cpfa®

What company does Chris Janota, Cpfa® work for?

Chris Janota, Cpfa® works for Envoy Wealth Management Llc

What is Chris Janota, Cpfa®'s role at the current company?

Chris Janota, Cpfa®'s current role is President and Financial Advisor.

What is Chris Janota, Cpfa®'s email address?

Chris Janota, Cpfa®'s email address is cj****@****est.com

What schools did Chris Janota, Cpfa® attend?

Chris Janota, Cpfa® attended Northern Illinois University, Lincoln-Way Central High School.

What are some of Chris Janota, Cpfa®'s interests?

Chris Janota, Cpfa® has interest in Football, Cooking, Politics, Cars, Baseball, Auto Racing, Economics, Reading, Dogs, Golf.

What skills is Chris Janota, Cpfa® known for?

Chris Janota, Cpfa® has skills like Financial Services, Investment Analysis, Financial Analysis, Investments, Wealth Accumulation, Personal Finance, Small Business Consulting, 401k, Retirement Savings, Retirement Income, Social Security Analysis, Estate Analysis.

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