Janice Bardales

Services Offered

• Investment strategies
• Insurance strategies
• Holistic financial planning

About

Janice Bardales is a financial consultant based in San Francisco, California, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive financial planning and investment strategies. Janice employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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