Janet Kohrmann, CFP®SENIOR DIRECTOR OF OPERATIONS
As Senior Director of Operations, Janet Kohrmann is responsible for the day-to-day operations of the Carlsbad office. She provides operational oversight for the completion of all client services, new business, accounting, staff deployment and office management. Strong leadership skills, organizational capabilities and an ability to communicate efficiently and effectively are characteristics Janet brings to this pivotal role. She also provides key support in training many of the new offices brought on board to the United Capital family.
Janet attained her business degree and started in the finance industry by providing extensive accounting services for firms in various industries. She was recruited by TIAA-CREF, one of the largest retirement plan providers in the country, and was enlisted to work in their high-net-worth division. During this time, Janet earned her CFP certification and life/disability insurance license. She specialized in designing and implementing executive benefit programs for Fortune 500 companies, working with some of the top ERISA attorneys in the nation. She also spent a year writing and developing a required consumer education program for people entering bankruptcy under the new laws for a local company. Just prior to joining United Capital, Janet was a valued member of a local boutique investment adviser firm, providing comprehensive financial planning for its clients. She also handled complete accounting and oversight services for the firm. Serving on the board of the Executive Women International (EWI)-San Diego and on various committees for the Financial Planning Association (FPA) has broadened Janet’s wealth of knowledge and industry insiders.
A native San Diegan, Janet is an accomplished equestrian and once worked as a pack guide leading trips into the Sangre de Cristo Mountains in Colorado. She has also worked at various racetracks in Southern California. Janet relishes the time she spends with her horses. In addition, she is an avid reader, hiker and backpacker loves camping and traveling to our national parks.