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Janelle Woods (BA, CFP®, MBA)

Janelle Woods focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

I work with a diverse group of clients, but have specialties in the tax and retirement areas. I help my clients navigate decisions around how and when to take Social Security benefits, evaluating the use of Roth conversion strategies, incorporating charitable giving, and how to create a paycheck in retirement in the most tax effective way. I also work with clients to evaluate and plan for risks/insurance, determine how best to transfer assets to loved ones and organizations at death, and plan for college for both children and grandchildren.

Additional Information

I am a 20+ year veteran of the financial services industry, with a career that began in banking and then moved to working at a registered investment advisory firm in 2002. I am a Regional Managing Director for CooksonPeirce, spending my time with new and existing clients to deliver comprehensive financial planning services to our clients and implement portfolios that help achieve my client's goals. I am also adjunct faculty for Youngstown State University in Youngstown, OH, teaching in the Certfiied Financial Planning program in the finance department.

NAPFA Start Date

February 15, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3560 West Market Street, Suite 215 Akron, OH 44333 Phone: (330) 664-9500
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