About Me

My name is Janet and I am a CFP – a Certified Financial Planner. I have a degree in Accounting from the University of California, Irvine, and have spent the last 5 years helping people plan for their retirement. I am a California native, and spent some time in Florida after I graduated to get out of this awful weather LOL! Actually, my grandparents live there and they wanted me to come down to help them with their retirement villa. OK, it really is more of an average home (average for Florida) so it was one of those times where my profession went personal. But I love what I do and believe I am very good at it, which is why I started this blog.