Janet Josselyn is Vice President, Wealth Advisor at SageView Advisory Group, working with clients out of the San Jose, CA office. Prior to joining SageView, Janet was a Vice President at C-J Advisory, an independent financial services firm providing investment management and strategic wealth planning.
Janet brings over 10 years of experience working in the financial services industry and has spent the last 5 years working directly with clients to develop and implement financial planning strategies. Her previous experience includes client services manager and financial planning analyst. Throughout her career, Janet has greatly enjoyed helping individuals and families achieve their personal financial goals.
She holds a bachelor’s degree in business administration and marketing from New Mexico State University. She also earned the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies in 2018.
In her spare time, Janet enjoys time at the beach, hiking, traveling, and spending time with family and friends.