Portrait of Janet Santiago

Janet S. Santiago

Service Partner (239) 288-4237

Fort Myers, FL


Florida Life/Health/and Variable Annuity


Janet currently serves as a service partner for many advisors of CWA, providing administrative support to advisors who may currently not have an administrative partner. In this role she assists in scheduling client appointments, preparing account reviews, handling account administration questions, and the timely processing of service-related requests.

Janet’s favorite part of her role is working with advisors and helping alleviate their administrative needs so they can focus on building their dream practice. She enjoys researching cutting-edge ideas to overcome barriers in the industry.

Janet enjoys spending time with her beloved husband, Richard, their daughters, and their granddaughter, River. In her down time, she can be found exercising or relaxing on the sunny beaches of Florida.

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

Financial Digests That Make You Look Like You Know What You’re Talking About

February 1, 2023 | Lena Rizkallah, JD, CRPC® I’m not a morning person.  Especially in t...
Read More

Understanding the Past, Predicting the Future

January 30, 2023 | Anthony Conte, MSFS, CEPA, CFP® There are indicators that we can simply igno...
Read More

Retirement Planning Myths

January 3, 2023 | Anthony Conte, MSFS, CEPA, CFP® Each years’ end gives all of us working sti...
Read More