Mark P. Janci - Financial Advisors

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Mark P. Janci

Why I Love My Job

HH is unique in placing clients’ interests first and last. My primary desire is to help clients pursue well-lived todays and tomorrows … from a place of financial security. HH has this same focus – striving to help clients in every way we can to achieve their goals. Collaborating with everyone at HH to help our clients is such meaningful work.

Mark manages our Bellevue, Washington office; he joined Halbert Hargrove in 2005 to establish the firm’s presence in the Pacific Northwest. He has been advising clients for more than 25 years. For Mark, the relationships he establishes with his clients mean a lot: “I invest my time to understand each unique situation they present, and to be intuitive—applying my experience of working with sophisticated clients to plan and choose wisely to manage and protect their wealth.”

Mark serves as an investment adviser to affluent individuals and institutions, working with a diverse client base that includes entrepreneurs, professionals, technology company executives, and retirees. Mark enjoys assisting and guiding clients in their charitable and legacy planning. Mark is an active member of HH’s Wealth Advisory Committee.

Before 2005, Mark was an Investment Management and Trust Consultant for Northwestern Mutual Wealth Management Group. Concurrently, he served as a fee-based Financial Planning Specialist with Network Planning Advisors, LLC.

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. He was awarded his ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies, his Certified Private Wealth Advisor (CPWA^®) certification from the Investments and Wealth Institute, and he is also a CERTIFIED FINANCIAL PLANNER^® professional.

Mark contributes his time and energies outside of work to support several non-profits. He enjoys fine woodworking, cycling, and golf—and his favorite instrument is his Martin D41 guitar. Mark likes his vacations to be unstructured, unscripted, and spontaneous. He enjoys traveling overseas with his wife Mary: taking in the adventurous cultural experiences and food tasting.

Fun Fact

I have an artistic side that has been constant throughout my life. I went deep into pottery and ceramics at WSU. I played guitar, wrote music, and performed throughout my college and early parenting years. In the last 15-plus years, I’ve broadened into fine woodworking and stone carving.

Mark’s Insights

HH Advisor Insights

Setting Healthy Boundaries in a Hybrid Redux Work World

Video

FAQ with Regional Director Mark Janci

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.