WHO WE ARE | Our Qualifications
 

Jan Wise    •    Katherine Harding





Congratulations to Jan Wise from
CT  Magazine


Jan Wise has earned the
 distinction of:

*FIVE STAR Wealth
Manager
SM in
2011, 2012, 2013,
2014, and 2015

Read more>>>

Jan Wise, CFP®, ChFC®, MBA

Jan began her career in banking in 1987 and started her own financial planning firm in 1994 as an independent financial advisor. Securities registered and insurance licensed in Connecticut, New York, and multiple other states, Jan holds the Chartered Financial Consultant® designation and the CERTIFIED FINANCIAL PLANNER™ certification.

Jan offers financial planning incorporating a systematic and holistic approach. She specializes in providing life planning, portfolio management, insurance, and tax strategies to her clients. As a registered representative and investment adviser representative of Commonwealth Financial Network, member FINRA/SIPC and a registered investment adviser, she is a truly independent advisor who offers unique guidance in assisting others in achieving their life goals.

Born in New Mexico, Jan settled in Connecticut and completed her Bachelor of Science degree at Bryant College in 1985. She obtained her MBA from the University of New Haven in 1992. During her years as an advisor, she has received multiple achievement awards and served as a National Training Consultant to American Express Financial Advisors.

In 2004, Jan merged her practice with Jane to form Best Wise Associates. They now provide quality financial guidance throughout the country.

Jan believes in giving back to the community. As well as being a leading fund raiser for the March of Dimes, the American Lung Association, and Rotary International

In addition to her community work, Jan also focuses her charitable efforts on animal rescue. She started and manages a charity, Last Chance Farm Sanctuary in Tennessee that provides rescue services for dogs and horses.  Most dogs are rescued from high kill shelters and horses from slaughter auctions.  These animals are then provided a permanent home on the Sanctuary property or rehomed based on their unique circumstances.

Jan and her husband, Jeff, have three children. When not working with the animals, they enjoy football, wrestling, scuba diving, skiing, and motorcycles.

Jan works closely with approximately 250 families to help ensure that they too can live their dreams and focus on their passions in life. Best Wise Associates provides comprehensive and holistic wealth advisory services to their clients.

*Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,398 Connecticut wealth managers were considered for the award; 468 (20 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.





Katherine Harding

Katie joined Best Wise Associates in 2014.

As our Office Manager, Katie is responsible for managing the office and staff so that our clients receive the best possible service and handling the daily administrative operations of the office.  She is currently studying to pass her series 7 exam so that she will be able to assist clients with their portfolio questions.

Katie grew up in Connecticut and has a college degree from NVCC.  Her experience includes several customer service positions as well as a previous office management position.  Katie is engaged to be married this year.  She and her fiance have a 4 year old Boxer puppy that is her “1st child” who she spends a lot of her free time with!  She also loves enjoying her summers outdoors on their boat and spending time with family.

 


 

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CFP®, CERTIFIED FINANCIAL PLANNER™, and  are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

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