Janelle Van Meel

I began my career on the product side at OppenheimerFunds before moving to the sales team at Morgan Stanley focusing on investments. Four years ago, I began collaborating with Cindy Alveraz, and together we discovered that our partnership offered clients the strategic support needed to help achieve their financial goals. We now join Savvy with a shared vision to establish a client-focused business, allowing us to focus fully on serving our clients' needs.

I have become experienced in identifying prudent investment strategies, thanks to my comprehensive analysis of market trends and in-depth understanding of financial markets. I meticulously evaluate each potential investment, considering both current economic conditions and future projections. I take great pride in managing client portfolios, ensuring they are well-diversified and aligned with individual financial goals. I also like to focus on both public and private investments, providing a holistic approach to wealth management.

I take great pleasure in assisting people from diverse backgrounds. However, my analytical skills and experience in investments truly excel when collaborating with engineers and similar professionals. I thrive in a hands-on approach to portfolio management, engaging in strategy discussions with clients, and offering a personalized, in-depth service. This ensures that no generic strategy is applied, providing my clients with tailored solutions to maximize their financial objectives.

I specialize in retirement planning, mutual funds, and portfolio management, offering in-depth experience in crafting personalized strategies targeting financial security and growth. By assessing individual needs, I help clients build a solid financial foundation, ensuring they are well-prepared for retirement. My approach includes analyzing market trends, diversifying investments, and providing ongoing support to adapt strategies as life circumstances and financial goals evolve.

I have extensive knowledge of private or alternative investments, which includes a deep understanding of strategies. My approach is pragmatic, as I believe in tailoring my insights to truly resonate with my audience. I prioritize transparency and honesty, delivering information in a straightforward manner without sugarcoating, ensuring that all parties involved have a clear and accurate understanding.

As the years pass, I relish getting to know my clients better. I am a HUGE extrovert who thrives on social interactions and deeper connections. I find immense joy in engaging with their unique personalities and sharing memorable experiences. Additionally, I take great pleasure in their education, offering guidance and support, and helping them achieve their goals by providing encouragement and necessary resources. It truly fulfills me to be part of their journey and witness their growth.

I'm eager to learn the technology and hope to contribute innovative ideas as I gain more experience in the future! I'm particularly excited about the autonomy and flexibility that Savvy offers, as it gives me the opportunity to excel and grow in my role, while allowing me to explore creative solutions.