Jana Ham works with individuals and families in all aspects of comprehensive financial planning. Her approach to financial planning draws on her background as a teacher and focuses heavily on educating her clients so they can clarify and prioritize their financial goals and align their financial decisions with their values. She engages in meaningful conversations with her clients to gain a better understanding of what is important to them. This foundation serves as a guide for Jana to help her clients make sound financial decisions for their future.
Before joining The Wealth Consulting Group, Jana retired from Embarcadero Systems where she served as the Vice President of Client Services. She was responsible for building and maintaining client relationships worldwide and delivering outstanding service in a timely manner—experience which easily translates to her financial planning practice.
A resident of Rancho Mirage, Jana holds a degree in education as well as California Life Insurance and Variable Insurance licenses. She is a registered representative with and holds her series 7 registration with LPL Financial. She holds her series 66 registration with LPL Financial and WCG Wealth Advisors. Jana is a member of Mission Hills Country Club where she enjoys playing golf with the ladies group.
CA Insurance License #0G39694