About me
Name
Janet Zhou
Certifications and designations
CFP
Role
Financial Planner
Branch / Area served
Grandview
Languages spoken
English, Cantonese
Contact
Financial Planner
Janet Zhou
778.391.6507 (Direct line)
janet.zhou@coastcapitalsavings.com
Meet Janet
With a strong passion for empowering others and a deep interest in finance, I've truly found my purpose in Financial Planning. Over the past 15 years, I've dedicated myself to the financial industry, honing my skills and expertise to provide exceptional service to my clients. My approach to developing a maturing financial plan is built on the twin pillars of trust and transparency — ensuring that each client feels secure and informed throughout their financial journey. From preparing for retirement to leaving a legacy, I believe that every milestone should be integrated into one’s unique financial plan. I specialize in creating tailored plans that may encompass retirement planning, income strategies, tax efficiency, estate planning, and financial coaching. By addressing each client's unique needs and goals, I strive to provide comprehensive solutions that pave the way for long-term success. As your trusted partner, my goal is to simplify complex financial concepts, making them accessible and understandable for my clients. I take pride in helping you make informed and confident decisions about your financial future.