Phone: (408) 345-2890, Ext. 134

Fax: (408) 345-2896

Email: janet@cjadvisory.com

Janet joined the team in January 2018 and works with the firm’s lead advisors to develop and implement financial planning strategies for clients.

Prior to joining C-J Advisory, Inc., Janet was a Client Services Manager and Financial Planning Analyst. Throughout her career, Janet has greatly enjoyed helping individuals and families achieve their personal financial goals.

She earned the AIF^® designation from the Center for Fiduciary Studies in 2018. The AIF Designation certifies she has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Janet holds a Bachelor of Business Administration in Marketing from New Mexico State University.

In her spare time Janet enjoys hiking, traveling and spending time with family and friends.

Phone: (408) 345-2890, Ext. 133

Fax: (408) 345-2896

Email: jen@cjadvisory.com

Jen joined the C-J Advisory team in May 2005 and works part-time as an administrative assistant.  Jen works behind the scenes on special projects, assisting in the daily needs of the office and provides administrative support to all facets of the business. 

Jen’s hobbies include traveling, concerts, snowboarding, cooking and spending time with family and friends.  She gives back to the community through volunteer efforts at the local Food Bank helping people in need throughout the Bay Area.