Janelle Van Meel
Hello 👋🏼 I'm Janelle, I have over 25 years of experience in the financial industry specializing in retirement planning and I excel in identifying investment strategies and managing client portfolios, emphasizing personalized approaches without outsourcing portfolio management.
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I don’t believe in a cookie cutter approach to investments, and work closely with my clients to identify the right strategy for them. I work with both public and private investments to help our high net worth clients build their portfolios.
Littleton, Colorado
Our Team
Cindy and Janelle have been colleagues for four years and joined Savvy with a shared vision to build a client-focused business. Janelle brings a wealth of experience from OppenheimerFunds and Morgan Stanley, specializing in investment strategy and portfolio management. Meanwhile, Cindy comes from boutique advisory firms where she emphasizes high-touch service and solves complex financial challenges for a diverse range of clients. Together, they form a powerful team committed to guiding clients of all sizes toward achieving their financial goals through life's various curveballs.
Cindy Alveraz
“I've seen many economic scenarios in my tenure, and I leverage my deep experience and direct communication to guide clients. I take great pride in ensuring they are well-diversified and aligned with individual financial goals regardless of the economic conditions.”
How can I help?
Investment Management
Retirement Planning
Alternatives Investing
Investing for Women
Michaela’s published work
Market Updates & Economic Outlook
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Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Janelle.
Get to know Janelle
Janelle brings more than 25 years of experience in the financial services industry, having worked at national investment firms focusing on retirement planning, mutual funds, and portfolio management. She is experienced and is in identifying prudent investment strategies. Janelle has extensive background in researching stocks and bonds, and she takes pride in helping manage client portfolios.Â
"We buy individual securities and bonds ourselves, unlike other firms that "farm out" portfolio management,” she said. “There is no cookie cutter approach here, and it gives clients the chance to be part of the decision-making process as we customize their investments."Â
Outside of the office, Janelle has a passion for race cars and can be spotted watching the action at the racetrack. She owns a first-generation U.S., black, Honda Civic Type R which is her ride in the summer. Janelle's other devotion is to her family, and especially her more than 20 nieces and nephews.
Book a 30-min introductory call with Janelle
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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