Jeanne Klimowski

Jeanne is CEO and Founder of Wavelength Financial Content Inc., a provider of financial wellness programs and online content for the financial industry. Her mission is to help demystify finance and investing for everyday Americans, and help them get the assistance they need from financial professionals. She previously founded and sold two niche finance companies in California and served as an Adjunct Professor at California community colleges. Her credentials include a Series 65 registration and previous Series 24, 7, and 63 FINRA licenses.

How to Find the Best Financial Advisor When Approaching Retirement

As you get closer to retirement, it’s time to get serious about your money. After a lifetime trying to increase your wealth, you now need...

Using a Financial Advisor? Check their “rap sheet” early and often

Most people in the financial industry are honest.  But we don’t usually hear about them.  Instead we hear about a financial advisor like Bernie Madoff. Fortunately...

Why All Entrepreneurs Need a Financial Advisor

If you’re an entrepreneur, you’re comfortable with risk.  Ability to take on higher levels of risk is a key trait that helps you find success...

2 Words To Understand When Hiring A Financial Advisor

Hiring a financial advisor is a very smart move to make.  Studies show that those who use a financial advisor get better results over time and...

3 Tips To Managing Your Investments Smarter In Retirement

Retirement means no more hard work, right?  Think again!  When you retire, your new job is to make sure your money lasts long enough to...

Financial Advisor Ethics: What You Need to Know

Hiring a financial advisor can be one of the smartest moves you can make.  Having a trusted advisor can mean the difference between achieving your...

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