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Janise Graham, CLTC
Insurance Strategist
Janise began her career in the financial services industry in 1995 as a Retirement Specialist. She has enjoyed working with two industry leaders AIG SunAmerica and Transamerica before becoming a Registered Representative of Park Avenue Securities, LLC, a Guardian subsidiary. She is also a proud member of the Pacific Advisors team in Southern California.
Her practice includes working with professional women and women business owners as well as assisting those in job transition and retirement strategies. Her knowledge of retirement plans has led her to serve as a civil service employee benefits analyst to the Federal employee community.
She has provided retirement strategies at companies including Cardinal Health, HP, Verizon and more.
She has conducted numerous workshops with one of her most popular being “Taking Control, A Financial Management Workshop for Women” which she also teaches at the Inland Empire Women’s BusinessCenter.
Janise enjoys writing and has penned retirement and college planning articles that have been featured in a local community paper as well as a newsletter for IRS employees.
As an active member in the community, Janise holds the following positions:
- PresidentInland Empire chapter of National Association of Insurance and
- Financial Advisors (NAIFA)
- Chair of Government Relations for NAIFA Inland Empire Chapter
- Director of Affiliates for National Association of Women Business Owners (NAWBO)
- Past Chief Governing Officer of Professional Women’s Roundtable
- (PWR) an affiliate of America Business Women’s Association (ABWA).
And is also a member of:
- National Association of Female Executives (NAFE)
- Nominating Committee for the board of trustees NAIFA California.
- Women Entrepreneurs Inc.
- ChaffeyCollege Business/Management Advisory Committee 2006 & 2007
Janise holds the Series 6 and 63 licenses registrations, the California Life, Health, and Disability License and the Designation of Certified in Long Term Care (CLTC). She is currently matriculating through The American College to obtain the Charter Financial Consultant (ChFC) designation. Janise attended WoodburyUniversity as a Marketing Major and holds a degree from Brooks College. She is a Leadership In Life Institute (LILI) graduate (June 2005), and has been recognized in National Register’s Who’s Who Among Professionals and Executives 2004/2005 and Woman of Achievement 2005/2006 from the Business and Professional Women (BPW) – Inland Empire Chapter and Southern California jurisdiction.
Securities products and services offered through Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY10004.
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