Find the Certified Financial Planner™
Who's right for you.

Valerie Janke, CFP®

Waddell & Reed

1100 E Warrenville Rd
Ste 100
Naperville, IL 60563
Phone: (630) 245-1156

Household Income Minimum: $60,000
Investable Asset Minimum: $150,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Irregular Income
  • Getting Married
  • Mutual Funds
  • Insurance
  • Job Loss
  • Startup
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Medical & Health Issues
  • Nontraditional Households
  • Special Needs

 

How Planner Charges

Considerations: Securities and Investment Advisory Services offered through Waddell & Reed, Inc. Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.