“I am thrilled to be part of such an experienced and multifaceted team that works together to help clients reach their goals,” says Jana. “We are excited to bring our highly customized planning and investment experience and fiduciary standard to clients here in the Southeast Valley.”
TEMPE, Ariz. (PRWEB) September 02, 2020
Jana will join Juncture Wealth Strategies from Fidelity Investments where she served as a Financial Consultant in the Chandler Investor Center. Her extensive experience in financial planning will help grow the firm’s presence in the communities of Ahwatukee, Chandler, Tempe, Gilbert, Mesa and Queen Creek, Arizona.
Additionally, Jana’s background and experience includes:
- 30-years as a Chandler resident with over 25 years’ experience in the Financial Services industry
- Passion about her clients’ financial success and the collaborative relationships she develops with them