JANET FOX, MBA, CLTC

Janet has been a financial advisor and wealth manager for over 35 years. In that time, she has developed a proactive investment philosophy that focuses on her client’s present needs, as well as their future goals, adjusting for any unexpected surprises that life may throw their way. Janet’s clients come to her with a variety of concerns, from assistance with financial planning, to help creating and investing their portfolios, to decisions about life insurance or long-term care. Some are just starting out in their financial lives, while others are looking for a secure retirement and a means to pass on their wealth to future generations. Based on her client’s needs and life objectives, she can work in either a fiduciary or brokerage capacity.

Janet received dual Bachelor’s Degrees in Economics and Political Science from Russell Sage College and dual MBAs in Marketing and Management from Fordham University.

Since 1985, and prior to founding ACH Investment Group, Janet was a financial planner and advisor with both national and regional financial services companies.

Janet is passionate about spreading her knowledge of the need for proper financial planning throughout one’s lifetime. She is a veteran instructor for the Osher Lifelong Learning Institute (OLLI) at North Carolina State University, leading seminars on Retirement Planning. She has also been an Adjunct Faculty Member in the Business Administration Department at Wake Technical Community College where she conducted popular classes in Financial Planning and Business Development. She has also worked with the North Carolina Extension Service in their presentation of AARP retirement seminars.

In 2008, Janet received the Outstanding Volunteer Award from the School-To-Career Council of the Wake County Public School System. In 2010, she was named Woman of the Year by the National Association of Professional Women (NAPW). She has published articles in a variety of local and national publications and has been included in local and national articles regarding financial matters as a knowledgeable industry resource.

Since 2015 Fidelity Investments has welcomed Janet into the Fidelity Advisor Council. The Council recognizes advisors who have distinguished themselves by their commitment to their clients and by carrying out that commitment to an outstanding level of success.

In 2021 Janet was recognized as one of LPL’s top financial advisors by being named to the LPL Freedom Club.

Janet holds securities licenses 6, 7, 24, 63 and 65 through LPL Financial. She holds the Certification for Long-Term Care (CLTC) designation and is a member of the Financial Planning Association.

In her spare time, Janet is an advocate for the adoption of shelter pets (currently sharing her home with 2 orange tabbies, Ben and Jerry). She is on the Finance Committee for a local non-profit organization, is a member of the Executive’s Club of Raleigh, and is a longtime supporter of the North Carolina Symphony Orchestra.

Janet has been a financial advisor and wealth manager for over 35 years. In that time, she has developed a proactive investment philosophy that focuses on her client’s present needs, as well as their future goals, adjusting for any unexpected surprises that life may throw their way. Janet’s clients come to her with a variety of concerns, from assistance with financial planning, to help creating and investing their portfolios, to decisions about life insurance or long-term care. Some are just starting out in their financial lives, while others are looking for a secure retirement and a means to pass on their wealth to future generations. Based on her client’s needs and life objectives, she can work in either a fiduciary or brokerage capacity.

Janet received dual Bachelor’s Degrees in Economics and Political Science from Russell Sage College and dual MBAs in Marketing and Management from Fordham University.

Since 1985, and prior to founding ACH Investment Group, Janet was a financial planner and advisor with both national and regional financial services companies.

Janet is passionate about spreading her knowledge of the need for proper financial planning throughout one’s lifetime. She is a veteran instructor for the Osher Lifelong Learning Institute (OLLI) at North Carolina State University, leading seminars on Retirement Planning. She has also been an Adjunct Faculty Member in the Business Administration Department at Wake Technical Community College where she conducted popular classes in Financial Planning and Business Development. She has also worked with the North Carolina Extension Service in their presentation of AARP retirement seminars.

In 2008, Janet received the Outstanding Volunteer Award from the School-To-Career Council of the Wake County Public School System. In 2010, she was named Woman of the Year by the National Association of Professional Women (NAPW). She has published articles in a variety of local and national publications and has been included in local and national articles regarding financial matters as a knowledgeable industry resource.

Since 2015 Fidelity Investments has welcomed Janet into the Fidelity Advisor Council. The Council recognizes advisors who have distinguished themselves by their commitment to their clients and by carrying out that commitment to an outstanding level of success.

In 2021 Janet was recognized as one of LPL’s top financial advisors by being named to the LPL Freedom Club.

Janet holds securities licenses 6, 7, 24, 63 and 65 through LPL Financial. She holds the Certification for Long-Term Care (CLTC) designation and is a member of the Financial Planning Association.

In her spare time, Janet is an advocate for the adoption of shelter pets (currently sharing her home with 2 orange tabbies, Ben and Jerry). She is on the Finance Committee for a local non-profit organization, is a member of the Executive’s Club of Raleigh, and is a longtime supporter of the North Carolina Symphony Orchestra.

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(*) As reported in Financial Planning Magazine, 1996-2018, based on total revenue.