Janel Kalish, CFP®

I’m a wealth advisor primarily working with successful professionals and small business owners who are approaching retirement and desire a meaningful and stable retirement.
Madison, WI

Conversation History

31 Total

10/18/22

Networking Blitz - October

Bernard Raynor   
Chris Anderson   
Corey Digman   
Scott Dahlhauser   

02/15/22

Networking Blitz - February

Chris Anderson   
Kay Gashette   
Valerie Rasp   
Paul Onsager   
Mike Boland   

01/11/22

Networking Blitz - January

Laura Bermudo   
Sam Kavalier   
Tara Ingalls   
Erica Davidson   

11/16/21

Networking Blitz - November

Margaret LeMay   
Chris Anderson   
Sam Kavalier   
shunta lewis   
Dr. Mike Presser   

03/23/21

Networking Blitz - March

Jennifer Kratochwill   
Gail Johnson   
Deana J. Porter   
Dr. Mike Presser   
Adam LaBorde   
Theresa Heintz   

02/09/21

Networking Blitz - February

Patrick Downey   
Laura Van Remortel   
Dawn Mullarney   
Catherine Short   
Emily Wills   
Alysa Ninneman   
Roren Finney