Broker Check
Janel Kalish, CFP®

Janel’s experience is working with clients to overcome obstacles like debt reduction or planning for life events such as education funding, vacation home purchase, or retirement planning. She loves to help her clients achieve their goals by creating client confidence through proper planning and building close relationships. Taking time to celebrate successes along the way are the moments that make the journey well worth it.

With over 20 years of experience working with employer provided retirement plans, IRAs, investments, retirement income planning, and risk management, Janel looks forward to working with you to provide a plan of action designed specifically for you.

Janel earned her Certified Financial Planner® (CFP®) designation and holds her Series 7 and 63 Securities Licenses as well as Life and Health Insurance license. She graduated from the University of Wisconsin-Whitewater with a degree in Finance.

When she is not at work, she treasures time with her family. She and her husband Jeff have two children in high school. They love going to their son’s baseball games and listening to their daughter play the cello. In her spare time, she also enjoys creating artistic glass pieces and camping.

Janel is the Director of Wealth Management for the Inspire Wealth Strategies team at Third Coast Advisors, an agency within the Guardian Life Insurance Company. The goal of the Inspire Wealth Strategies team is to inspire the world to protect what matters, accumulate what is possible Third Coast Advisors is a full-service financial planning firm serving thousands of individuals, families, and small businesses throughout the United States.

The Inspire Wealth Strategies team goal is to inspire the world to protect what matters, accumulate what is possible and conserve what is needed. They want to inspire the world to DO SOMETHING!

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 QUAIL CT. SUITE 100, PEWAUKEE, WI 53072, ph# 262-746-9270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. INSPIRE WEALTH STRATEGIES is not an affiliate or subsidiary of PAS or Guardian. 2019-83669