Janel Cross, Aif

Janel Cross, Aif Email and Phone Number

Managing Partner, Align Wealth Strategies LLC @ Align Wealth Strategies | Retirement Plan Advisors
Pennsylvania, United States
Janel Cross, Aif's Location
Lancaster County, Pennsylvania, United States, United States
Janel Cross, Aif's Contact Details

Janel Cross, Aif work email

Janel Cross, Aif personal email

n/a
About Janel Cross, Aif

Having joined the industry shortly before the 9/11 attacks, Janel is keenly aware of the debilitating power of fear. In 2007, she launched Align just months before the Financial Crisis. Again, she found herself calming the fears of savers amidst endless Doomsday headlines.Her success in hard times comes from understanding how it feels to be afraid. This understanding and dedication to helping hard working men and women are at the heart of everything she does. Her honesty, empathy and ability to connect are powerful but Janel also believes that knowledge and expertise are central to doing what’s best for clients. A relentless student of the industry, she obtained her Masters Degree in 2013 and advanced her expertise in the specialized field of retirement planning by obtaining her Accredited Investment Fiduciary (AIF) designation.In 2016, she was selected as a Captain of the National Association of Plan Advisors Top Women Advisors. In 2018, she received Central PA Business Journal’s Women of Influence Award and was recognized as a Top Retirement Advisor by Financial Times. Janel is involved in multiple community projects and is at the center of “getting things done.” Janel’s most involved community endeavor is chairing Lancaster's committee for MFG DAY, a way of introducing students to the high-demand, high-paying careers in our manufacturing companies. In 2018, Lancaster’s Workforce Development Board recognized her commitment to improving the lives of Lancaster County youth through education and development opportunities.Janel is a graduate of Rutgers University where she also played field hockey. When she isn’t at the office or buzzing around Lancaster, you’ll find her at home in Denver, PA with her husband, Tom, and their six children – Connor, Jackson, Catherine, Duncan (Golden Retriever), Grace (Pit Bull) and Angel (the one-eyed cat). As a family, they are enthusiastic advocates for pet rescue.

Janel Cross, Aif's Current Company Details
Align Wealth Strategies | Retirement Plan Advisors

Align Wealth Strategies | Retirement Plan Advisors

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Managing Partner, Align Wealth Strategies LLC
Pennsylvania, United States
Website:
alignfsg.com
Employees:
10
Janel Cross, Aif Work Experience Details
  • Align Wealth Strategies | Retirement Plan Advisors
    Managing Partner, Align Wealth Strategies Llc
    Align Wealth Strategies | Retirement Plan Advisors
    Pennsylvania, United States
  • Align Wealth Strategies | Retirement Plan Advisors
    Managing Partner, Align Wealth Strategies Llc
    Align Wealth Strategies | Retirement Plan Advisors 2020 - Present
  • Align Financial Services Group
    Partner, Director Of Qualified Plan Services
    Align Financial Services Group Oct 2007 - Present
    480 New Holland Ave, Suite 6204, Lancaster Pa 17602
  • Align Financial Services Group
    Qualified Plan (401K) Advisor
    Align Financial Services Group 2001 - Oct 2007
    243 N Duke Street, Lancaster, Pa 17602
    I founded AlignFSG to be highly skilled at meeting the financial services needs of two distinct parties –employers and employees. We have technical expertise and experience to support your 401(k) or 403(b) plan design, investment menu management, and fiduciary obligations. Your employees benefit from our effective communication style that translates dry investment information into true financial education.As independent advisors, we are free from arbitrary sales objectives and proprietary product constraints. We believe this is essential in today’s regulatory environment which mandates action in the best interest of the participant. Our independence allows us to give you the best of two very different worlds – the individual attention and commitment to client care that comes from a small business and the resources and research sophistication of the nation’s largest independent broker-dealer. We are motivated by the broader issues of employee wellness and engagement. Financial stress is a leading cause of ill health. By working with employers to educate their workforce on financial wellness, we help create healthy and engaged employees, more productive companies, and vibrant communities.
  • Merck
    Sales
    Merck 1999 - 2001

Janel Cross, Aif Skills

401k Plan Benchmarking 401k Plan Design And Management 401k Retirement Planning Retirement Plan Consulting Qualified Retirement Plans Retirement Benefits Employee Engagement Employee Wellness Personal Financial Planning Financial Education Public Speaking Workshop Facilitation Seminars Continuing Education

Janel Cross, Aif Education Details

Frequently Asked Questions about Janel Cross, Aif

What company does Janel Cross, Aif work for?

Janel Cross, Aif works for Align Wealth Strategies | Retirement Plan Advisors

What is Janel Cross, Aif's role at the current company?

Janel Cross, Aif's current role is Managing Partner, Align Wealth Strategies LLC.

What is Janel Cross, Aif's email address?

Janel Cross, Aif's email address is ja****@****fsg.com

What schools did Janel Cross, Aif attend?

Janel Cross, Aif attended Rutgers, The State University Of New Jersey-New Brunswick, The American College.

What are some of Janel Cross, Aif's interests?

Janel Cross, Aif has interest in Children, Catherine, Jackson, Our Golden Retriever, Tom, Duncan, Economic Empowerment, Education, Of Course, Our Children Connor.

What skills is Janel Cross, Aif known for?

Janel Cross, Aif has skills like 401k Plan Benchmarking, 401k Plan Design And Management, 401k, Retirement Planning, Retirement Plan Consulting, Qualified Retirement Plans, Retirement Benefits, Employee Engagement, Employee Wellness, Personal Financial Planning, Financial Education, Public Speaking.

Who are Janel Cross, Aif's colleagues?

Janel Cross, Aif's colleagues are Tyler Stief, David Graves, Thomas Cross, Nicolas Lopez Erazo.

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