Janice Thompson, Msfs, Cfp®, Cka® Email & Phone Number
@onedegreeadvisors.com
1 phone found area 619
LinkedIn matched
Who is Janice Thompson, Msfs, Cfp®, Cka®? Overview
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Janice Thompson, Msfs, Cfp®, Cka® is listed as Founder, One Degree Advisors, Inc. at One Degree Advisors, a with 8 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at onedegreeadvisors.com, phone signal with area code 619, and a matched LinkedIn profile for Janice Thompson, Msfs, Cfp®, Cka®.
Janice Thompson, Msfs, Cfp®, Cka® previously worked as Founder and Family Legacy Planning Director at One Degree Advisors and Co-Founder and CEO at One Degree Advisors, Inc..
Email format at One Degree Advisors
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AeroLeads found 1 current-domain work email signal for Janice Thompson, Msfs, Cfp®, Cka®. Compare company email patterns before reaching out.
About Janice Thompson, Msfs, Cfp®, Cka®
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.
Listed skills include Finance, Public Speaking, Retirement Planning, Wealth Management, and 14 others.
Janice Thompson, Msfs, Cfp®, Cka®'s current company
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Janice Thompson, Msfs, Cfp®, Cka® work experience
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Co-Founder And Ceo
CurrentFinances 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.
Colleagues at One Degree Advisors
Other employees you can reach at onedegreeadvisors.com. View company contacts for 8 employees →
Anthony Saffer, Cfp®
Colleague at One Degree AdvisorsSan Diego, California, United States
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Nolita Ramirez
Colleague at One Degree AdvisorsChula Vista, California, United States
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Jeff Luebe
Colleague at One Degree AdvisorsSan Diego County, California, United States
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Audrey Coleman, Cfp®
Colleague at One Degree AdvisorsSan Diego, California, United States
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Frequently asked questions about Janice Thompson, Msfs, Cfp®, Cka®
Quick answers generated from the profile data available on this page.
What company does Janice Thompson, Msfs, Cfp®, Cka® work for?
Janice Thompson, Msfs, Cfp®, Cka® works for One Degree Advisors.
What is Janice Thompson, Msfs, Cfp®, Cka®'s role at One Degree Advisors?
Janice Thompson, Msfs, Cfp®, Cka® is listed as Founder, One Degree Advisors, Inc. at One Degree Advisors.
What is Janice Thompson, Msfs, Cfp®, Cka®'s email address?
AeroLeads has found 1 work email signal at @onedegreeadvisors.com for Janice Thompson, Msfs, Cfp®, Cka® at One Degree Advisors.
What is Janice Thompson, Msfs, Cfp®, Cka®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 619 for Janice Thompson, Msfs, Cfp®, Cka® at One Degree Advisors.
Where is Janice Thompson, Msfs, Cfp®, Cka® based?
Janice Thompson, Msfs, Cfp®, Cka® is based in San Diego, California, United States while working with One Degree Advisors.
What companies has Janice Thompson, Msfs, Cfp®, Cka® worked for?
Janice Thompson, Msfs, Cfp®, Cka® has worked for One Degree Advisors and One Degree Advisors, Inc..
Who are Janice Thompson, Msfs, Cfp®, Cka®'s colleagues at One Degree Advisors?
Janice Thompson, Msfs, Cfp®, Cka®'s colleagues at One Degree Advisors include Anthony Saffer, Cfp®, Nolita Ramirez, Jeff Luebe, and Audrey Coleman, Cfp®.
How can I contact Janice Thompson, Msfs, Cfp®, Cka®?
You can use AeroLeads to view verified contact signals for Janice Thompson, Msfs, Cfp®, Cka® at One Degree Advisors, including work email, phone, and LinkedIn data when available.
What skills is Janice Thompson, Msfs, Cfp®, Cka® known for?
Janice Thompson, Msfs, Cfp®, Cka® is listed with skills including Finance, Public Speaking, Retirement Planning, Wealth Management, Financial Services, Financial Advisory, Finra, and Investments.
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