Janice Hobbs, CFP^®

Partner & Wealth Advisor

Jan is a Partner and Wealth Advisor at SageMint Wealth and the former Founder of JanHobbs Financial Group. Jan transitioned into the financial industry in 1984 after a successful career in real estate. She received her Bachelor of Arts degree in Economics from San Diego State University and went on to earn her first MBA in Finance from the University of Southern California. To prove a higher level of service to her business owner clients, Jan went on to obtain a second MBA degree in Entrepreneurship from the University of Southern California. She is a CERTIFIED FINANCIAL PLANNER™ and holds numerous industry licenses including series 7, 24, 63, and 65 through LPL Financial as an LPL Financial Advisor.

With over 30 years of experience in the financial industry, Jan has been recognized as one of Barron’s Top 100 Women Advisors in America (2009, 2011-2013). This ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices as determined by Barrons. Characterized by her persistent commitment to the success of her clients, she is instrumental in constructing each client’s unique path towards financial independence. She is a loyal advocate for her clients and her honest and direct approach is what sets her apart.

Jan grew up in the City of Orange, California. She has taught financial planning courses at the University of California, Irvine. In addition, she has lectured at UCLA, California State Universities, Fullerton and Long Beach. In her spare time, she is an avid reader who enjoys her home in Laguna Beach. Jan is also an active participant in her community and enjoys supporting local organizations through her charitable foundation.