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Ellen S

Series 65

San Antonio, TX

Janus Financial Planning, LLC

Ellen Smith is a financial advisor at Janus Financial Planning, LLC in San Antonio, TX, holding a Series 65 designation. She has eight years of experience at Southwest Research Institute and previously worked at Bechtel Corporation. Janus Financial Planning, LLC serves individual and high-net-worth clients as a fee-only registered investment adviser, offering investment management, financial planning, tax return preparation, and bookkeeping services. The firm emphasizes passive, index-based funds within individualized investment policies and integrates tax and retirement considerations into its portfolio management.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Engineering Professional
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January S

CFP®, Series 65

San Antonio, TX

Janus Financial Planning, LLC

January Smith IV is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Janus Financial Planning, LLC and previously worked at Financial Life Advisors, LLC, Rudd & Wisdom, Southwest Research Institute, Turner Construction, and Bechtel Corporation. Janus Financial Planning, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm offers investment management, financial planning, tax return preparation, bookkeeping, and educational seminars, emphasizing passive, index-based investment strategies and integrating tax and retirement considerations into portfolio management.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner Engineering Professional
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