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Janet Acheatel

Co-Founder, Women's Practice, Senior Wealth Advisor

HoyleCohen Wealth Management

United States, California, Coronado

About Me

Janet Acheatel is a Senior Wealth Advisor and co-founder of HoyleCohen’s Women’s Practice. Janet brings over thirty years of experience encompassing deep knowledge of financial planning, investment portfolio management and retirement planning to the clients she serves. Janet has a commitment to supporting her clients through all stages of life. She is especially compassionate about advising widowed women. Janet provides value to her clients by delivering tailored strategies for creating secure, sustainable income for their years in retirement. Janet is a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst (CDFA). Janet also holds the Retirement Income Certified Pro

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Profile Information

Co-Founder, Women's Practice, Senior Wealth Advisor

HoyleCohen Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Coronado

California

United States

Oct 11, 2024

Work Experience

HoyleCohen, LLC

Co-Founder, Women's Practice, Senior Wealth Advisor
Jan 2011 - Present
Email: janet.acheatel@hoylecohen.com

Jewish Community Foundation of San Diego

Board of Directors Chairperson and Investment Committee Member
Jan 2007

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