Janet S. Santiago

Business Development Coordinator (239) 288-4237
Location

Fort Myers, FL

Licenses

Florida Life/Health/and Variable Annuity

Bio

Janet acts in the role of Conte Wealth Advisors Business Development Coordinator.  In her role Janet is responsible for the firm’s various operational services.  She currently serves as the firm’s Remote Admin, providing administrative support to advisors who may currently not have an administrative partner. She also acts as the Transition Service Specialist for the firm, guiding and executing an advisor’s transition of their practice into CWA and Cambridge Investment Research, Inc.

Janet enjoys spending time with her husband Richard of 32 years and their daughters. In her down time she can be found exercising or relaxing at the beach.

Words to Live By

“Don’t ask a question you are not prepared to know the answer to.”

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

4 Things To Consider If You’re Thinking Of Retiring Early

Sept 22, 2020 | Lena Rizkallah, JD, CRPC® Many people dream of retiring early.  My neighbo...
Read More

Cheat On Your Diet, Not Your Retirement Plan

Sept 14, 2020 | Lena Rizkallah, JD, CRPC® It seems that everyone is on some type of diet these ...
Read More

What’s in a number?

Sept 8, 2020 | Lena Rizkallah, JD, CRPC® At what age does middle age begin?  Nowadays, man...
Read More