About

About

Mike Schwartz

Mike Schwartz is a Cetera Advisors, LLC OSJ (Officer of Supervisory Jurisdiction) for a team of financial planners and investment advisors including Janet.

Mike is President and founder of Wealth Masters, Inc., has served his clients for over 35 years and holds the financial planning designations of CFP (Certified Financial Planner) and RFC (Registered Financial Consultant). Often sought for his ability to communicate financial planning theory and practice to students at every level from novice to expert, Mr. Schwartz is as effective teaching college level as he is delivering workshops to corporate executives and seminars to the general public.

Mr. Schwartz is recognized for his keen financial insights, which he regularly shared on air as co-host of the Financial Focus Show heard on Business Radio Network and has appeared on other radio stations. Mr. Schwartz shared his observations on financial matters as the Financial News Editor on Radio KEZW (1430 AM, Denver, CO), heard twice per day for sixteen years until 2014. He is the recipient of numerous awards accorded him by colleagues for his contributions to the field of the financial services industry which set the stage for his admittance in numerous editions of the national directory of Who's Who. *
Janet Greiner sought out Mike, whom she had known for several years, for the experience that he could share in the role of OSJ.

*Listing in the above publication is not a guarantee of future success or results.

Virginia Baermann

Virginia is an accomplished office manager and having worked for Janet since 2006 she truly knows her way around client service. She is appreciated by clients and Janet for her kind and compassionate way of communicating with them and her thoroughness in dealing with account set up and maintenance.

Her passions are her adult children and nature; all kinds of outdoor activities, hiking, running, skiing, swimming, tennis...

Rod Greiner

Honorary Member

After fifty-seven years of business as a financial planner, before this profession title was even coined, Rod has conceded to transition is clients to his daughter and business partner since September 1996 Janet Greiner.  They enjoyed a terrific mutually supportive relationship and Janet is well acquainted with Rod’s clients.

Rod has shared his memoirs in the just published Our Good Fortune. In the book the interviewer explains, “The business he eventually would build was the result of two words, “financial planner” in Business Week. What gelled in his mind with those words “financial planner” was that he himself could help each client come up with a master plan for their assets and execute it. His entrepreneurial vision was to orchestrate his clients’ financial wellbeing. He was able to succeed at marketing the idea of financial planner right when the industry was starting.”

Rod is now working diligently on programs for your youth through his 501c3 American Zang Education, Preservation Foundation, Inc. you can learn about this at www.zangmansion.com

Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRASIPC. Cetera is under separate ownership from any other named entity.

 

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