Janet Wan Email & Phone Number

Managing a company retirement plan is like golfing, there are a number of moving parts that need to synchronize and focus. With more than 25 years of experience advising business owners and physician groups on employer-sponsored retirement plans, I’m delightful to bring expertise, resources and transparency to help you simplify the complex in retirement planning arena. In addition, I work with executives and growing professionals with equity compensation rewards, and design strategies to help them handling concentrated stock positions while minimizing taxes. One thing that I’m pride of myself is always putting my clients’ interests first. Your goals drive our strategies. My team and I offer tailored retirement planning solutions to meet your unique needs. We help plan sponsors manage the fiduciary responsibilities, and assist employees in retirement readiness by providing education workshops and ongoing supports. When I’m not working, I’d like to play a round of golf to improve my handicap index or take Zumba class to keep me energetic. I also enjoy traveling overseas to explore different cultures and various cuisines. Feel free to connect with me and other advisors at my firm. We love to talk and learn about your interests and passions - beyond the retirement planning.

Listed skills include Retirement Planning, Wealth Management, Investment Management, Strategic Financial Planning, and 10 others.