“I am passionate about ensuring my clients achieve their financial goals through sound investment planning and management. I spend time getting to know my clients, taking into account all aspects of their current lifestyle and future goals to help collectively develop the best financial plan.”
Years of Experience
Janet Pobar has more than 30 years experience as a trusted financial advisor. She earned her BA in Communication from the University of Wisconsin-Parkside and has completed many courses in insurance, tax, pension and estate planning.
Awards and Recognition
Janet was named Five Star Best in Client Satisfaction Wealth Manager 2014-2017*. She achieved the Emerald Award and Crystal Club awards as a top producer. Janet was a member of the President’s Club for top producers with Fixed Income Securities, LLC. She received the distinguished service award for her strategic planning work on the Girl Scouts of Wisconsin Southeast consolidation and the Thanks Badge, the highest honor given to a Girl Scout volunteer based on ongoing commitment, leadership and exceptional service.
Commitment to the Community
Janet has a long history of community service in Racine. Janet is a past member of Junior League, TEMPO Racine and the Racine/Kenosha Estate Planning Council. Past community service includes board member of Racine Arts Council, Big Sisters of Greater Racine, Vice President of Girl Scouts of Racine County, President of Racine Children’s Theatre, board member of Red Cross and Racine Theatre Guild.
"I believe the most important aspect of my work is establishing solid, personal relationships with my clients to set them up on the optimal long-term financial path. My clients know that I am a reputable financial advisor and can be trusted to provide the best investment strategies that will ensure they can enjoy every moment of their lives free from financial worry."
*The Five Star Wealth Manager is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 Five Star Wealth Managers.