Jan  Wise,  CFP<sup>&reg;</sup> - Financial Advisor

Jan Wise, CFP®

Financial Advisor

Wise Wealth

60 Waterbury Rd, Suite G
Prospect, CT 06712
FINANCIAL ADVISOR'S WEBSITE
(203) 888-0096

General

Jan Wise is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wise Wealth in Prospect, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Insurance, Life Planning, Retirement, Long-term Care, Succession Planning, Sudden Wealth

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