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Janel Kalish, CFP®

Janel Kalish, CFP®

Wealth Management Advisor

I’m a wealth management advisor primarily working with successful professionals who are approaching retirement and desire a meaningful and stable retirement.

Does retirement sound exciting yet daunting? It certainly can be both. My clients seek solutions to achieve balance in the following ways:

  • Stability in knowing they are fully protected
  • Retire with optimal wealth
  • Confident they won’t outlive their investments
  • Live life with a purpose
  • Leave behind a legacy to pull all the different pieces of your life together into one place to give you clarity, we have refined a process we call the Living Balance Sheet®.

If you would like to learn more about how my team and I work with you to solve your unique financial puzzle, please contact me via email at or click here to make an appointment.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.