Jana LaVanway, CFP® joins Juncture Wealth Strategies to serve High Net Worth clients in Phoenix’s Southeast Valley
Tempe, Arizona, September 1, 2020 – Juncture Wealth Strategies, a national financial planning and registered advisory firm, is proud to announce today that Jana LaVanway will be joining the firm as a Senior Wealth Advisor to serve high net worth families, professionals, and business owners in Phoenix’s East Valley.
Jana will be joining Juncture Wealth Strategies from Fidelity Investments where she was a Financial Consultant in the Chandler Investor Center. She will bring her experience in financial planning to Juncture Wealth Strategies to grow the firm’s presence in the communities of Ahwatukee, Chandler, Tempe, Gilbert, Mesa and Queen Creek, Arizona.
Additionally, Jana’s experiences that will benefit Juncture moving forward include:
- 30-years as a Chandler resident with over 25 years’ experience in the Financial Services industry
- Passion about her clients’ financial success and the collaborative relationships she develops with them
“I am thrilled to be part of such an experienced and multifaceted team that works together to help clients reach their goals,” says Jana. “We are excited to bring our highly customized planning and investment experience and fiduciary standard to clients here in the Southeast Valley.”
“I am beyond excited to have Jana join the Juncture team! Jana’s passion, ethos, and commitment to a “client first” advisory experience is a natural fit for our firm.” says Barry Rhonemus, Managing Partner and Founder at Juncture. “Jana’s dedication to holding the Certified Financial Planner (CFP®) designation, exemplifies her desire to address the complex issues that face client’s in today’s environment. As Juncture expands into the Southeast Valley with the opening of our Chandler office, we are honored that Jana will be leading those efforts!”
About Juncture Wealth Strategies: Since 2010, Juncture Wealth Strategies has been providing clients with the kind of customized experience that rivals traditional firms. Since our founding, we’ve expanded to also offer support to advisors looking to grow their practice — and cater to the growing needs of high- and ultra-high-net-worth clients. Juncture is a boutique investment firm (RIA) with institutional resources, offering intelligent, independent investment management and wealth advocacy services.
Juncture Wealth Strategies, LLC
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