Janice Cackowski, CFP®
Director of Operations & Wealth Advisor
- (216) 800-9000
As Director of Operations at Strategic Wealth Partners, Janice’s responsibilities include managing staff, developing processes, creating efficiencies, building a collaborative environment, and ensuring our clients receive an A+ experience.
Janice also advises individuals and families, and works with business owners on their corporate retirement plans. For the past 6 years, her individual advisory services have been focused primarily on working with “suddenly single” clients (through divorce or death of a spouse).
Her 20 years of experience in the retirement plan market allows her to provide plan design consultation to SWP’s business owner clients in order to optimize benefits for both the business executives and their employees.
Janice holds a Bachelor of Arts in Business Management from Ursuline College, is a CERTIFIED FINANCIAL PLANNER™ professional and is Past-President of the Northeast Ohio Chapter of the Financial Planning Association. She enjoys spending her free time outdoors skiing, kayaking, walking her dogs and playing front yard baseball with her husband and 12 year old son. She volunteers her time to support local, organic farmers in the distribution of their produce, and feeds local families through her work with the neighbor-to-neighbor ministry at St. Noel Church in Willoughby Hills.