Jan Grimm, CFP®

Jan is a Certified Financial Planner™ with over 20 years of experience in financial services and a passion for helping others plan for their financial future. Jan takes a collaborative approach when working with clients to delve into all aspects of issues related to wealth – lifestyle, retirement goals, personal investment values, family dynamics, taxes, estate planning and more. Jan takes a comprehensive approach to the planning process, with the ultimate goal being to present investments that support the long-term plans of her clients.
Before joining Riverwater Partners, Jan held financial advisor positions with large financial firms (LPL Financial, Wells Fargo Advisors and Alliance Global Partners) and her own practice. The opportunity to join Riverwater, a fee-only firm with a focus on growing wealth through responsible investing felt like the perfect fit!
Jan grew up in the Detroit area and attended Michigan Tech University where she earned a BSBA with Honors. That is also where her interest in environmental and social causes took root. A lifetime learner, Jan completed Trust and Estate Planning coursework with Cannon Financial and CFP® coursework with Kaplan University.
Jan serves on the Board of Directors of TEMPO® Waukesha, is a member of the Financial Planning Association (FPA) and is a supporter and volunteer at The Women’s Center - Waukesha. She lives in the Lake Country of Waukesha County with her husband Jack and furry friend Sunny. She is the proud mother of two adult children, Bryan and Alyson. In her spare time, she loves to cook, practice Pilates, read, enjoy the outdoors and life on the lake.