Janice Thompson, Msfs, Cfp®, Cka® Email and Phone Number
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ABOUT JANICE – As seen here: onedegreeadvisors.com/teamJanice can actually trace her interest in all things financial to an early childhood memory. After years of teaching financial basics, she began to focus on a professional career in the industry in 1993. During the next decade she earned a Master’s Degree in financial services, the CFP® certification, and launched Strategic Financial Solutions, Inc. In 2014 she merged her practice with Audrey Coleman of Coleman and Johnson and together they formed One Degree Advisors, Inc. Janice is passionate about assisting financially blessed families with holistic life coaching and wealth transfer planning, working with business owners, and addressing the unique needs of women going through transitions. Speaking and writing on various financial topics as well as mentoring other financial professionals is also important to her. Janice and her husband, Tom, live in San Diego, California, have two married children and are actively involved with several ministries. Janice also serves on the Board of Directors for Kingdom Advisors. ABOUT ONEº Advisors – Learn more here: onedegreeadvisors.com/servicesWe oversee the financial affairs for families who are committed to pursuing goals and creating legacies for their families and communities. This is accomplished through a principled financial and investment planning process that includes evaluating and prioritizing goals and values, collaborating with a family's key advisors, including attorneys and CPA's, and often engaging successive generations in preparation for wealth transfer.Specialties: Financial planning and investment management, including retirement, wealth transfer, tax-efficiency, charitable gift and goal-based planning.
One Degree Advisors
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Founder And Family Legacy Planning DirectorOne Degree Advisors Feb 2001 - PresentSan Diego, California, United States -
Co-Founder And CeoOne Degree Advisors, Inc. Feb 2001 - Present8880 Rio San Diego Drive, Suite 1000, San Diego, Ca 92108Finances are complex—and so is your life! Knowing where you are going and understanding how to get there can be challenging. As your financial life coordinator, our wealth management process goes beyond what you have by building on a foundation of what you want to accomplish first. It starts with asking the right questions. Once we understand you and your goals, we can then develop strategies for your wealth, providing solutions for your life.Licensed in these states: This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. http://www.sipc.org/http://www.finra.org/Advisory Services offered through One Degree Advisors, Inc. Securities offered through Securities America, Inc., member FINRA/SIPC. One Degree Advisors and Securities America are not affiliated. CA Insurance License 0B67613.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Janice Thompson, Msfs, Cfp®, Cka® Skills
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