Mark P. Janci, CFP®, AIF®
Mark Janci joined Halbert Hargrove in 2005 to open and manage the Bellevue, Washington office.
Mark has nearly 20 years of experience in providing planning and financial services. Prior to joining Halbert Hargrove, he was an Investment Management and Trust Consultant for Northwestern Mutual Wealth Management Group. At the same time, he served as a fee-based Financial Planning Specialist with Network Planning Advisors, LLC.
Mark seeks to help families and individuals plan and choose wisely to manage and protect their wealth. He serves as a fee-only investment adviser to affluent individuals and institutions with a diverse client base including entrepreneurs, professionals, technology company executives, and retirees. As a member of both the Seattle and East King County Estate Planning Councils, Mark assists and guides clients who desire to leave a legacy.
Mark earned his B.A. in Sociology cum laude from Washington State University and his M.A. in College Student Personnel from Bowling Green State University.
Mark was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies. He is an active member of the National Financial Planning Association (FPA) and is a CERTIFIED FINANCIAL PLANNER®.