CERTIFIED FINANCIAL PLANNER®
Founder and President of JL Schneider & Associates
Jan Schneider is the founder of JL Schneider & Associates, Inc. JL Schneider & Associates, Inc. is an independent Registered Investment Advisor providing comprehensive, collaborative financial plans for individuals, couples, families, and small businesses.
Jan also provides investment advice and wealth management services for her clients. She is an LPL Registered Principal and an LPL Investment Advisor Representative.
Jan graduated from the University of Oregon with a B.A. in Speech Pathology & Audiology (1975) and an M.A. in Special Education (1976). Uninspired in her first career, she searched for another and discovered a relatively new profession, Financial Planning. Things were changing in the 1970s; pensions were starting to disappear and increasing numbers of people found themselves responsible for building their own nest egg and planning for their financial future. Jan recognized the growing need for the profession and felt her desire to learn, work hard, and help people made her a good fit. She began her career in financial planning in 1978 and has never looked back. She earned her CERTIFIED FINANCIAL PLANNER® designation in 1981. She holds securities registrations 7, 24, 63 and 65, registered through LPL Financial, and a CA Insurance Lic#0560988.
She strongly believes knowledge, realistic expectations and patience are key to helping clients reach their financial goals. In addition to one on one planning meetings, clients are provided with quarterly consolidated portfolio performance reports and a letter in which Jan shares key events, and her takeaways that may impact her clients’ planning and investment strategies. Annually, clients are invited to three informational client meetings and a client appreciation event.
A resident since the fall of 1976, Jan loves Sonoma County. In her spare time, she likes to walk in the county’s beautiful parks and trails, her favorites being Annadel Park and Doran Beach. She and her husband, Lloyd, are fans of Sonoma County’s amazing array of food and wine. Regulars at our farmers’ markets, a perfect weekend includes preparing a delicious meal all locally sourced and pairing it with one of the county’s fine wines.
To view Jan’s Brochure Supplement to learn more about her experience and education, please click here.