Broker Check
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 janel.kalish@thirdcoastadv.com or click here to make an appointment.

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