Jana Davis

Join Jana Davis, a Certified Financial Planner at Abacus Wealth Partners, as she shares her journey from news production to financial planning. She dives into the importance of fee-only advice and fiduciary duty, highlighting how they elevate client trust. Jana emphasizes that investment strategies should align with life goals, not just market returns. Discussing common financial pitfalls, she reveals how understanding clients' money stories can drive better planning and client relationships. Her insights into impact investing show a commitment to values-based wealth management.