Janet R. Beal CFP®

Financial Advisor
319-378-1074

With over 30 years of experience, Jan has become an expert in helping clients get to where they want to be. “It is all about listening. I take the time to truly get to know what my clients are trying to accomplish and that they feel heard.”

With a focus on financial planning, Jan helps individuals and families see the big picture. “It is important for people to understand how their investments, insurance, income and estate planning all affect one another.”

Jan lives in Marion with her husband, Tom. They are proud parents of their daughter, Elyse, and son, Justin. Outside of the office, Jan enjoys golf, biking, reading, healthy cooking and going to concerts.

 

Credentials

  • Certified Financial Planner™
  • Certified Financial Paraplanner
  • FINRA Series 7 & 66
  • Life & Health Insurance License
  • Registered Representative, Securian Financial Services
  • Investment Advisor Representative, Securian Financial Services
  • Master’s in Education, University of Northern Iowa

Associations

  • Securian’s Women’s Interactive Sales Exchange (WISE), Past 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
  • Gulf Coast ICFP Association, past member
  • International Association of Financial Planners (IAFP), past member