go back
Phone:  610-871-3500
Email:  kjanis@capital-planning.com 

Katherine Janis, FPQP™

Insurance Specialist

How I Can Help You:
I have a passion for education. Through my role as Life and Health Insurance experienced professional, I can educate you on Medicare and your health care options striving to help alleviate the stress of these concerns.
What makes me knowledgeable:
I have my Life, Health and Annuities Insurance Licenses as well as my AHIP and Financial Paraplanner Qualified Professional (FPQP) Certification. I received my Bachelor of Science degree from Elizabethtown College and a Master of Education degree from Kutztown University. Possessing a Master of Education, I can help make the complex and confusing topic of Medicare simpler for you to understand.
Getting to know Me:
I have been blessed with a wonderful family. My four children continue to enrich my life each and every day. I am so grateful for the love and support of my family and friends. In my spare time I enjoy running, exercising, baking, and spending time chatting with the ones I love most.

Capital Planning has served clients for over 25 years.

Check the background of investment professionals associated with this site on FINRA’s Brokercheck.