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Janeen Ingram

Janeen Ingram

Financial Planner

Janeen Ingram is an Accredited Asset Management SpecialistSM (AAMS®) with over 20 years of experience in managing clients investible assets, financial planning and as an instructor for industry continuing education.

Janeen obtained a Bachelor of Science degree in Agriculture Business from California Polytechnical State University San Luis Obispo in 1998. She maintains a General Securities Representative Series 7, Uniform Securities State Law 63, Uniform Securities Investment Adviser law 65, and is licensed in Life insurance, health, annuities and long term care (CA 0C59628)