Janie M. Monroe, CFP®, MSFPDirector, Wealth Planner

Janie joined Crestwood in 2023 and serves as a Wealth Planner.

Janie works with individuals and families to help them manage all aspects of their financial lives with their unique circumstances in mind.

Starting in 2016, Janie has worked with several financial planning firms improving her knowledge of the industry, best practices, and varying schools of thought when helping clients achieve their financial goals. One area of interest for her is family values and governance and how they can impact long-term financial success.

She has a BS in Accounting and Finance and an MS in Financial Planning from Bentley University. She is a CERTIFIED FINANCIAL PLANNER™ professional and is a CFA Level 3 candidate.

Janie grew up in Massachusetts and currently lives in Greater Boston, where she enjoys practicing yoga and cooking in her spare time. She has a rescue dog, GG, a Kelpie mix breed who keeps every day interesting.

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Alina O. Leon, CFP