Janelle McCreary

Janelle McCreary, CFP®

Lead Advisor
Denver

Joined Curi Capital

May 2022

Education

  • BA in Communication, San Diego State University

Accreditations

  • CERTIFIED FINANCIAL PLANNER™

Affiliations

  • San Diego County Commissions on the Status of Women, Board Member
  • Professional Advisory Council, The Denver Community Foundation

Previous Experience

  • Mariner Wealth Advisors, Associate Wealth Advisor
  • Davis & Seiley Wealth Management, Client Service Manager

News & Insights featuring Janelle McCreary

  • Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.