Chris Janota, Cpfa® Email and Phone Number
Chris Janota, Cpfa® work email
- Valid
- Valid
Chris Janota, Cpfa® personal email
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.
Envoy Wealth Management Llc
View- Website:
- envoywealthmanagement.com
- Employees:
- 1
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President And Financial AdvisorEnvoy Wealth Management LlcCrown Point, In, Us -
President & Financial AdvisorEnvoy Wealth Management Llc Oct 2017 - PresentCrown Point, Indiana, UsI 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. -
Financial AdvisorCetera Advisors Llc Oct 2016 - Dec 2018Denver, Co, UsOn 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. -
Financial AdvisorThiernau Financial Services, Inc. Jan 2017 - Jul 2017
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Financial ConsultantInvestors Capital Corporation Jun 2015 - Oct 2016
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Director Of InvestmentsAbacus Financial Sep 2014 - Jul 2016
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Financial AdvisorLasalle St. Securities Jan 2010 - Sep 2014Elmhurst, Il, Us -
Security SupervisorNorthern Illinois University Sep 2003 - Apr 2009Dekalb, Il, Us -
Summer InternMorgan Stanley May 2006 - Aug 2006New York, Ny, Us -
Post Closing CoordinatorFremont Investment & Loan May 2005 - Aug 2005I reviewed completed loan documents to ensure the highest standards in corporate policy and federal regulations. -
Franchise OwnerCollege Pro Oct 2003 - Oct 2004Toronto, Ontario, CaWith 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
Chris Janota, Cpfa® Education Details
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Northern Illinois UniversityEconomics -
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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