Chuck Janka
Founder & Partner of PlanWise Wealth Management at Northwestern Mutual Wealth Management Company
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Barrington, IL, US
- LinkedIn followers
- 500 followers
About Chuck Janka
I have devoted my career to strategic wealth management and financial planning. My approach draws from over thirty years of personal experience and extensive resources of The Northwestern Mutual Wealth Management Company. My multi-generational team and I focus on building long-term relationships based on trust, knowledge, and commitment. Our mission is to bring our clients’ financial visions, values, and goals to life. For additional information, call Chuck at (84••••••36 or visit his website at Everyone needs a financial plan, regardless of where you are in life. And every family wants to protect and preserve that plan for future generations. To learn about my specialties, visit my website at
Experience
Wealth Management Advisor
May 1987 — Present
Chuck understands complex financial issues, and how they can affect life goals. He works with clients to fully understand their situation, and looks to build a relationship that will serve their needs over time. Please let Chuck know how he might be able to help you realize your vision for the future.
Education
Illinois State University
Marketing, Marketing and Finance
1983 — 1987
The American College of Financial Services
Chartered Life Underwriter, CLU and Chartered Financial Consultant, ChFC, Financial Planning and Services
Skills
- Customer Service
- Investments
- Mutual Funds
- Risk Management
- Strategic Planning
- 401k
- Retirement Planning
- Series 63
- Management
- Leadership
- Wealth Management
- Time Management
- Series 6
- Insurance
- Sales
- Financial Planners
- Investment Advisory
- Finance
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