Richard Janke
CFP®
EP Wealth Advisors
Vice President/Partner
Richard Janke
CFP®
EP Wealth Advisors
Vice President/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Richard Janke, CFP®
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Richard Janke is a Salt Lake City, UT fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Richard Janke is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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Richard Janke 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. In 2020, Richard joined EP Wealth Advisors. An advisor to many independent business owners, 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.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Richard Janke is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Richard Janke
Office Locations:
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3115 E. Lion Lane
# 100
Salt Lake City, UT 84121
