Koenig Financial Group welcomes Jeff Janeway, Financial Advisor and CRPC® (Chartered Retirement Planning Counselor℠) professional who left Merrill Lynch on January 24th.
“Jeff’s practice compliments what we’ve built here at Koenig Financial Group,” says Mike Koenig, founder. “I have been wanting to add another advisor to the firm for several years, but haven’t found the right person until now. Jeff’s focus on Retirement and Estate Planning needs for seniors adds to what we are already doing, but he also brings in a depth of knowledge on values based investing for those who want their investments to be aligned with social or environmental concerns.”
“I love the work that I do,” says Janeway, who has done special training for seniors through the University of Southern California’s Davis School of Gerontology. “The financial industry is complex and to help people, especially vulnerable seniors, make good financial decisions is really satisfying.”
Koenig Financial Group is a financial planning firm that has been in downtown Edmonds since 1994.
Koenig Financial Group representatives offer securities and advisory services through KMS Financial Services, Inc., a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS, LTS PrA). KMS Financial Services, Inc., is a Seattle-based registered broker dealer and investment advisory firm serving clients through a network of more than 300 investment professionals located predominantly in the Pacific Northwest.