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Our financial advice team


Jan Pretorius

Jan Pretorius

Financial Advisor

The Financial Planning & Investment Group
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education

Interests

  • Cooking
  • Theater
  • Reading

Community participation

www.uc-educate.org

EdUCate! is a nonprofit organization with the goal of providing supplemental funds to University City public schools.

www.jitfosteryouth.org

Just in Time for Foster Youth engages a caring community to help transitioning foster youth achieve self-sufficiency and well-being.

Awards & recognition

  • Ameriprise Circle of Success, 2014

Education

  • 1986 - Finance and Commerce USW ZA