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Janelle Gilman, FPQP

Janelle Gilman, FPQP

Client Service Associate

Janelle joined our practice in 2022 as part of the Client Service team. Her experience ranges in working at large financial institutions and regional advisory practices in service and support roles. Janelle is passionate about working with our financial planning team to help meet client financial needs. She has earned her Financial Paraplanner Qualified Professional (FPQP) designation from the College for Financial Planning.

Janelle and her husband reside in the East Bay with their two young boys and 3 cats. As a family, they love the outdoors and exploring all the natural beauty of the Bay Area.  Janelle loves to decorate her home throughout the year for the different holidays and seasons. Cooking is something that brings Janelle great pleasure, especially since her grandma taught her to cook at a young age. When fall arrives, she will start baking and continue non-stop throughout the holidays. Spending quality time with her family and friends is most important to her.