Contact me at my New York and Washington office nearest to you or submit a business inquiry online.
Welcome to Janet Santa Sherry, your go-to destination for personalized financial advisory and investment services. As a privately owned firm, I, Janet Santa Sherry, have been providing expert financial guidance to clients worldwide for several decades. My success is rooted in building strong relationships with my valued clients, and my commitment to their financial well-being sets me apart.
JANET SANTA SHERRY | About continues to grow every day thanks to the confidence our clients have in us. We have a very vast portfolio which includes major and minor currency pairs, indices, stocks and futures, gold and silver, not to mention but are few!
Planning for your retirement is a crucial step towards securing your financial future. At Janet Santa Sherry, I offer comprehensive retirement savings plans tailored to your unique needs and goals. Whether you're just starting your career or nearing retirement age, I can assist you in creating a solid retirement strategy that ensures financial stability during your golden years.
With years of experience in the financial markets, I have developed a diverse and extensive portfolio of investment options. I specialize in trading all 28 currency pairs, including exotic pairs, metals like gold and silver, major indices such as US30 and Nasdaq, as well as futures and stocks. By actively monitoring market developments, I identify and seize investment opportunities across all asset classes.
I strongly believe in the power of diverse perspectives and talent. As a one-person firm, I value and promote inclusion within my practices. Emphasizing inclusive leadership and management, I continually strive to create a richer culture for my clients and myself. I believe that by embracing diversity, we can foster innovation and deliver superior outcomes for all.
This 8-weeks group training program is a great intro into Financial Coaching on a budget. This live virtual training consists of teams of up to 4 people max, where you will learn about your relationship with money, as well as how to maximize your current financial position, create structure for savings & budgeting, pay off debt, and begin investing.
This deep-dive program is a comprehensive approach for either couples or individuals who are approaching a new life stage, significant financial milestone or who have generally wanted to improve their money habits. This is for anyone that wants to live a more abundant life, with less financial pressure so they can spend more time doing the things they love. This structured program will be tailored to your personal circumstances, and you will work with me one-on-one to ensure you get the best results. Together we will unlock your future by removing limiting beliefs about money, determining your short, medium and long-term goals and implementing a solid plan to ensure you make your dreams a reality.
No matter where you’re at with your finances, one-on-one coaching is for you. In these sessions we will focus on any roadblocks, fill knowledge gaps and give you accountability so that we can unleash your potential and set you up for success in your next stage of life. Hourly coaching is perfect for people who are not quite ready to commit to a full program, but still require guidance and support with their current circumstances.
As a former Certified Financial Planner, I know that we all
have one thing in common: we all want to stress less about
money, so that we can spend more time with the people we
love, doing the things that we enjoy the most. I also know
that we were not taught in school the basic finance
fundamentals, to equip us to make sound financial decisions
in our adult life.
I’m here to show you how you can make the most of your
current financial circumstances, improve your relationship
with money, and think outside the box to support you in
reaching your goals.
At Janet Santa Sherry, I uphold the highest standards of regulatory compliance to ensure the security and confidence of my clients. As a financial advisor and stock broker, I am well-regulated by the FCA (Financial Conduct Authority) under prudential supervision. Additionally, I have obtained licenses from BAFIN, allowing me to operate in Germany and Switzerland, adhering to the regulations set forth by the German Investment Act (InvG).
Janet Santa Sherry is expanding, I went to Germany and obtained a license and am now opening a branch office in Germany and Switzerland, In accordance with section 53b (1) KWG, German investment Act (InvG). Bafin permits Janet Santa Sherry to operate as a financial service institution that may operate in Germany on a cross-border basis without a local presence under the EU supervision on the freedom to provide services. (Notification procedure/ European passport). Note: European Passports are merely for firms from another signatory state to the Agreement on the European Economy. Area, which simply must notify Bafin of their intention to provide cross-board services or establish a branch in Germany.