A native of San Diego, Janet has over 20 years of experience advising professionals on their financial planning needs – working for industry giants including TIAA, Goldman Sachs Personal Financial Management, and United Capital. She is a CERTIFIED FINANCIAL PLANNER® who has seen the gamut of planning areas over her career, ranging from accounting to designing executive compensation plans.
Janet has previously served on the San Diego board of the Executive Women International (EWI) and various committees for the Financial Planning Association (FPA), which has helped broaden her wealth of knowledge and industry.
Janet relishes the time spent with her horses. She is an avid reader, hiker, and loves camping and touring national parks.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
