Joined Curi Capital
May 2022
Education
- BA in Communication, San Diego State University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- San Diego County Commissions on the Status of Women, Board Member
- Professional Advisory Council, The Denver Community Foundation
Previous Experience
- Mariner Wealth Advisors, Associate Wealth Advisor
- Davis & Seiley Wealth Management, Client Service Manager
Bio
Janelle McCreary is a Certified Financial Planner™ and Senior Lead Advisor at Curi Capital, where she has been advising clients since 2022. With over two decades of experience in the financial planning industry, Janelle brings a thoughtful, strategic, and deeply personal approach to helping clients make confident decisions about their money.
Before joining Curi, Janelle spent 15 years at Davis & Seiley Wealth Management in San Diego, a boutique, fee-only RIA, where she developed a strong foundation in comprehensive planning and client-centered advice. She also worked at Mariner, further expanding her experience within a larger advisory firm environment. Janelle earned her degree from San Diego State University and holds the CFP® designation.
Janelle is especially passionate about tax planning and strategy. She enjoys digging into the details, identifying planning opportunities, and helping clients reduce unnecessary tax friction over time. Her process starts with understanding a client’s pain points—what’s stressful, confusing, or keeping them up at night—and pairing those concerns with clear, actionable opportunities. The result is a plan that is both practical and empowering.
Outside of work, Janelle spends most of her time with her kids, going to concerts with her husband and teenagers, practicing Spanish verb conjugations, petting any dog or cat that will let her, smelling candles at Target, and enthusiastically eating tacos whenever possible.