About Janet
Janet Acheatel, MBA, CFP, CDFA, RICP, is a Senior Wealth Advisor and
co-founder of Focus Partners' Women’s Practice. Janet brings over thirty years of
experience encompassing deep knowledge of financial planning, investment
portfolio management, and retirement planning to the clients she serves. Janet is
committed to supporting her clients through all stages of life and provides
value to her clients by delivering tailored strategies for creating secure,
sustainable income for their years in retirement. She is especially
compassionate about advising widowed women.
Janet is a Certified Financial Planner™ (CFP®) and Certified Divorce
Financial Analyst (CDFA). Janet also holds the Retirement Income Certified
Professional (RICP®) designation.
Janet fulfills her belief in the importance of giving back through her
support of non-profit organizations. She is the current Board Chairperson and
serves on the Investment Committee for the Jewish Community Foundation of San
Diego. She was a board director of Hillel of San Diego from 2012 to 2019, is a
founding member and past President of the Professional Association for
Investment Communications Resources (PAICR), and served as a board member of
the San Diego Chapter of Healthcare Business Women's Association.
Whenever possible, Janet spends time at her home in Big Sky, Montana, where
she loves to hike, golf, ski, and just enjoy being with family and nature.
Janet Acheatel, MBA, CFP, CDFA, RICP, is a Senior Wealth Advisor and co-founder of Focus Partners' Women’s Practice. Janet brings over thirty years of experience encompassing deep knowledge of financial planning, investment portfolio management, and retirement planning to the clients she serves. Janet is committed to supporting her clients through all stages of life and provides value to her clients by delivering tailored strategies for creating secure, sustainable income for their years in retirement. She is especially compassionate about advising widowed women.
Janet is a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst (CDFA). Janet also holds the Retirement Income Certified Professional (RICP®) designation.
Janet fulfills her belief in the importance of giving back through her support of non-profit organizations. She is the current Board Chairperson and serves on the Investment Committee for the Jewish Community Foundation of San Diego. She was a board director of Hillel of San Diego from 2012 to 2019, is a founding member and past President of the Professional Association for Investment Communications Resources (PAICR), and served as a board member of the San Diego Chapter of Healthcare Business Women's Association.
Whenever possible, Janet spends time at her home in Big Sky, Montana, where she loves to hike, golf, ski, and just enjoy being with family and nature.