Janise Graham, CLTC  

Insurance & Financial Services  

Background

Janise began her career in the financial services industry in 1995 as a Retirement Specialist.  She  has enjoyed working with two industry leaders AIG SunAmerica and Transamerica before becoming a Registered Representative industry advocate and now an Insurance Strategist.

Her practice includes working with business owners and professionals as well as assisting those in job transition and retirement strategies.  Her knowledge of retirement plans has led her to serve as a civil service employee benefits analyst to the Federal employee community. 

She has provided retirement strategies at companies including Cardinal Health, HP, Verizon, Avery Dennison and more.  
She has conducted numerous workshops with one of her most popular being “Taking Control, A Financial Management Workshop for Women” which has been taught at the Inland Empire Women’s Business Center.  

Janise enjoys writing and has penned retirement and college planning articles that have been featured in a local community paper as well as a newsletter for IRS employees.   

  As an active member in the community, Janise holds the following positions:

           •Immediate Past President Inland Empire chapter of National  Association of Insurance and Financial Advisors  (NAIFA) 

           •Director of Mentoring for National Association of Women Business Owners (NAWBO)    

           •Past Chair of Government Relations for NAIFA Inland Empire Chapter 

   
       •Past Chief Governing Officer of Professional Women’s Roundtable 

          •Ladies Who Launch   

          •Nominating Committee for the board of trustees NAIFA California 2006 - 2008.  

 

          •Women Entrepreneurs Inc.  

          •Chaffey College Business/Management Advisory Committee 2006 - 2008

 
Janise holds the California Life, Health, and Disability License, the Series 6 and 63 licenses registrations (hiatus)  and the Designation of Certified in Long Term Care (CLTC).  She is currently matriculating through The American College to obtain the Charter Financial Consultant (ChFC) designation.  Janise attended Woodbury University as a Marketing Major and holds a degree from Brooks College.  She is a Leadership In Life Institute (LILI) graduate, and has been recognized in National Register’s Who’s Who Among Professionals and Executives 2004/2005 and Woman of Achievement 2005/2006 from the Business and Professional Women (BPW) – Inland Empire Chapter and Southern California jurisdiction.    

 

  
Janise is available to speak or conduct seminars and workshops at your next meeting, convention or event.  

 

 

387 Magnolia Avenue, Suite 103-130, Corona, CA 92879
Phone: 877.655.7526 x 255 Fax: 877.655.7527   Email: Janise@JaniseGraham.com



Janise Graham is licensed in the following states: CA
California insurance license number 0C96732.

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