Janet Borda Steinke
Wealth Advisor @Waverly Advisors, LLC
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WORK HISTORY
Wealth Advisor @Waverly Advisors, LLC
Lebanon, OH, US
EDUCATION
Purdue University
BS
SKILLS
ABOUT JANET BORDA STEINKE
In the 34 years Janet has been in the financial planning industry, she’s had the pleasure of helping clients meet their goals such as college funding, retirement preparation and small business transitions. She enjoys the analytical aspect of coordinating financial planning, tax planning and money management for them. Sending three children to college, being a widow, and owning a small business personally has given her unique life experiences to serve our clientele.She has a Bachelor of Science degree from Purdue University in Financial Planning and Counseling and has held her CERTIFIED FINANCIAL PLANNER™ designation for 25 years.Currently, Janet is on the Board of Directors for Lebanon Rotary Club, a Lebanon Optimist and an avid supporter of the Warren County Parks and of the National Parks. You are likely to see her on the trails most weekends and evenings, and she is always interested in hearing about new activities to try.
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