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Richard  Janke, CFP®
Financial Insight Center

Tel: (801) 449-3239
3115 E. Lion Lane STE 250
Salt Lake City, UT 84121
Financial Insight Center | Financial Advisor in Salt Lake City ,UT

About Financial Insight Center

The Financial Insight Center is a fee based Investment Advisory firm located in Salt Lake City Utah. Clients choose us for our customized approach to financial planning and wealth management. We offer unbiased recommendations and a level of individualized service that can be difficult to find from firms affiliated with specific financial institutions. By keeping our focus on you, we work as a team to demonstrate how your financial plan can create the future you always wanted. We make it a point to reveal your life priorities, then customize a strategy to help you reach these goals. We are unaffiliated and consider this part of our commitment to giving you personalized, independent advice that is in your best interest.


General Information

States Licensed in:   Utah, Arizona, Washington, Texas, Idaho, Colorado,
Number of Years with Current Firm:   8


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Long Term Care, Life


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets


Education

Certified Financial Planner designation  College of Financial Planning
09/2007-02/2010

Bachelors of Science - Economics and Business  University of Utah - Salt Lake City, Utah
01/2000-05/2005


Richard  Janke, CFP®

Richard  Janke, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant

Richard graduated from the University of Utah with a Bachelor of Science degree in Economics and a minor in Business. Richard began his career in the financial industry in 2004 with Fidelity Investments as an option trader. He quickly realized he wasn't offering all the advice that his clients needed to achieve their goals. This fueled him to obtain his CFP credentials and to start helping clients maintain their financial independence through sound objective advice. An advisor to many, Rich is passionate in helping them achieve and maximize their financial potential. Today he is still as excited about his work as he was the first day he started. Rich's passions include supporting his kids in their sports, hiking and paddle boarding rivers throughout Utah

My Services

Financial Advice & Consulting

We make it a point to reveal your life priorities, then customize a strategy to help you reach these goals. We bring planning expertise to individuals, couples, and multi-generation families as they define and then achieve their financial goals.


Financial Planning for Individuals

Financial Planning is different at the Financial Insight Center because our very organization is different - from our proprietary planning process to our in depth wealth and investment management services.


Portfolio Management

Based on a method that has been coined " financial science," the Financial Insight Center employs an academic approach built on proprietary research from the University of Chicago. Our portfolio construction is reasoned and precise, with performance that demonstrates its efficacy.