Associate Financial Planner
Current
Mar 2022 - Present
AeroLeads people directory · profile
Janice Guinn, Cfp® Email & Phone Number
Associate Financial Planner
at
Sofia Financial
1 work email found
@opco.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Financial Planner
Location
Scottsdale, Arizona, United States
Company size
Who is Janice Guinn, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Janice Guinn, Cfp® is listed as Associate Financial Planner at Sofia Financial, a company with 2 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at opco.com and a matched LinkedIn profile for Janice Guinn, Cfp®.
Janice Guinn, Cfp® previously worked as Paraplanner at Guinn Financial Planning and Associate Financial Advisor at Oppenheimer & Co. Inc.. Janice Guinn, Cfp® holds Bachelor Of Science - Bs, Business Administration And Management, General from University Of Phoenix.
Company email context
Email format at Sofia Financial
This section adds company-level context without repeating Janice Guinn, Cfp®'s masked contact details.
*@opco.com
68% confidence
AeroLeads found 1 current-domain work email signal for Janice Guinn, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Janice Guinn, Cfp®
Investment advice offered through Private Advisor Group, a registered investment advisor and a separate entity from Sofia Financial.Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.The investment advisor representatives of Private Advisor Group offer investment advice in every state, the District of Columbia, Puerto Rico and the US Virgin Islands.NOTE: Securities regulations prohibit me from showing recommendations & testimonials.Uniform Securities Agent State Law Examination - (Series 63) Uniform Combined State Law Examination - (Series 66)
Listed skills include Financial Services, Securities, Fixed Income Strategies, Retirement Plan Consulting, and 1 others.
Current workplace
Janice Guinn, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Sofia Financial
4 roles
Janice Guinn, Cfp® work experience
A career timeline built from the work history available for this profile.
Paraplanner
Guinn Financial Planning
Mar 2021 - Feb 2022
Associate Financial Advisor
Jul 2008 - Dec 2020
Registered Client Service Associate
Apr 1995 - Jul 2008
1 education record
Janice Guinn, Cfp® education
FAQ
Frequently asked questions about Janice Guinn, Cfp®
Quick answers generated from the profile data available on this page.
What company does Janice Guinn, Cfp® work for?
Janice Guinn, Cfp® works for Sofia Financial.
What is Janice Guinn, Cfp®'s role at Sofia Financial?
Janice Guinn, Cfp® is listed as Associate Financial Planner at Sofia Financial.
What is Janice Guinn, Cfp®'s email address?
AeroLeads has found 1 work email signal at @opco.com for Janice Guinn, Cfp® at Sofia Financial.
Where is Janice Guinn, Cfp® based?
Janice Guinn, Cfp® is based in Scottsdale, Arizona, United States while working with Sofia Financial.
What companies has Janice Guinn, Cfp® worked for?
Janice Guinn, Cfp® has worked for Sofia Financial, Guinn Financial Planning, Oppenheimer & Co. Inc., and Morgan Stanley Smith Barney.
Who are Janice Guinn, Cfp®'s colleagues at Sofia Financial?
Janice Guinn, Cfp®'s colleagues at Sofia Financial include William (Casey) Mccullough and Janice Guinn.
How can I contact Janice Guinn, Cfp®?
You can use AeroLeads to view verified contact signals for Janice Guinn, Cfp® at Sofia Financial, including work email, phone, and LinkedIn data when available.
What schools did Janice Guinn, Cfp® attend?
Janice Guinn, Cfp® holds Bachelor Of Science - Bs, Business Administration And Management, General from University Of Phoenix.
What skills is Janice Guinn, Cfp® known for?
Janice Guinn, Cfp® is listed with skills including Financial Services, Securities, Fixed Income Strategies, Retirement Plan Consulting, and Wealth Management Services.
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