Janae’ Bridges, CFP®

Financial Planner

Currently living in: Frisco, TX
Hometown: Dallas, TX

Janae' holds a Master of Science in Finance from the University of Wyoming and a Bachelor of Science in Finance from the University of New Orleans, and is credentialed as an Accredited Investment Fiduciary® and Certified Estate Planner®. Janae' is passionate about building lasting client relationships and delivering personalized financial planning solutions that align with each client's unique goals. Her diverse professional experience and commitment to continuous improvement make her a trusted partner in helping clients navigate their financial futures.

Get to know Janae’:

A Texas native, she lives north of Dallas with her husband and two sons. When she's not working, you'll likely find her out on a trail hiking, kayaking down a river, or camping under the stars, and when she gets the travel itch, she's happiest exploring somewhere new around the world.

 

The best piece of financial advice I’ve ever received is…

"Pecunia non olet" — money doesn't smell. Or to put my personal spin on it, neither does ambition, hard work, or the dream of a better future. We serve every client as the whole person they are.