Janet R. Beal, CFP®

Janet R. Beal, CFP®


    • Over 28 years of experience
    • FINRA Series 7 & 66
    • Certified Financial Planner TM (CFP®)
    • Certified Financial Paraplanner
    • Life & Health Insurance License
    • Registered Representative, Securian Financial Services
    • Investment Advisor Representative, Securian Financial Services

Leadership & Civic

    • Securian’s Women’s Interactive Sales Exchange (WISE), President
    • Eastern Iowa Financial Planning Association, Past President
    • American Red Cross, Board member
    • Breakfast of Champions, Founding member
    • KCRG News, Financial Expert
    • University of Iowa Children’s Hospital, Touchdown for Kids, supporter
    • Networking Group, co-founder
    • Cedar Rapids Estate Planning Council, past member
    • Charitable Roundtable, past member
    • Iowa Women’s Foundation: “Women and Money”, Speaker
    • Gulfcoast ICFP Association, past member
    • International Association of Financial Planners (IAFP), past member


    • Resides in Cedar Rapids with her husband, Tom
    • Proud parent of her daughter, Elyse, and son, Justin
    • Hobbies include golf, biking, reading and cooking.

DOFU 07/2014
Tracking # 962301