Marc Janca is a seasoned financial advisor with over 15 years of experience in helping individuals and families achieve their financial goals. Holding the prestigious Certified Financial Planner (CFP®) designation, Marc is committed to providing comprehensive and personalized financial planning services.
Marc began his career in the banking channel including RBC, JPMorgan Chase and PNC, where he honed his skills in investment management and retirement planning. His keen insight and dedication to his clients quickly propelled him to senior advisory roles. Over the years, Marc has built a reputation for delivering strategic, goal-oriented financial advice tailored to meet the unique needs of his clients. Marc believes in a holistic approach to financial planning, integrating all aspects of a client’s financial life to develop a cohesive and effective strategy. His process begins with a thorough understanding of each client’s financial situation, goals, and risk tolerance. From there, he creates a customized plan that is regularly reviewed and adjusted to stay aligned with life changes and market conditions.
Dedicated to building long-term relationships, Marc takes pride in being an advisor who is accessible and responsive. He is known for his integrity, transparency, and unwavering commitment to helping clients navigate complex financial landscapes with confidence.
Outside of his professional life, Marc enjoys spending time with his family, friends, and when he can find time, playing golf. He sits on the board for the Roman James Foundation, a non-profit that was created to help families dealing with costs associated with infant burial. He is also an avid reader and enjoys staying current with the latest trends and developments in the financial industry and the stock market.