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Plan Your Future with January Liddell

As a woman balancing a health-centric and active lifestyle, she is a devoted wife and mother in her family life. She balances the many joys and challenges that come her way with a very spirited and focused outlook in her business life, all while meeting the demands of an ever evolving career in the personal finance industry. Her passionate personality is heartfelt and January does not miss opportunities to invest in herself, her close relationships with family, along with her clients that she establishes lifelong friendships with. As her identity, knowledge and skill-sets evolved over time, January has become a valuable asset to the agency on so many levels. As a proud UC Berkeley graduate, January is a natural leader and she leads by her example. She enjoys traveling, learning new skills and then becoming the best at whatever she pursues. If you ever visit the island of Oahu, you may cross her path enjoying life to its fullest.

Plan Your Future with January Liddell

As a woman balancing a health-centric and active lifestyle, she is a devoted wife and mother in her family life. She balances the many joys and challenges that come her way with a very spirited and focused outlook in her business life, all while meeting the demands of an ever evolving career in the personal finance industry. Her passionate personality is heartfelt and January does not miss opportunities to invest in herself, her close relationships with family, along with her clients that she establishes lifelong friendships with. As her identity, knowledge and skill-sets evolved over time, January has become a valuable asset to the agency on so many levels. As a proud UC Berkeley graduate, January is a natural leader and she leads by her example. She enjoys traveling, learning new skills and then becoming the best at whatever she pursues. If you ever visit the island of Oahu, you may cross her path enjoying life to its fullest.

Services I Offer...

As a dedicated financial service professional, I am committed to providing comprehensive financial solutions tailored to meet the unique needs of each client. With a focus on personalized service, I offer a range of expertise including financial planning, investment management, retirement strategies, and wealth preservation. My goal is to empower clients with the knowledge and tools they need to achieve financial security and prosperity. By taking the time to understand your individual goals and circumstances, I develop customized strategies that align with your aspirations, ensuring a path toward financial success and peace of mind. Take a loot at the services I offer if you want to learn more.

Health Insurance Services

Life & Health Insurance

I specialize in offering Life and Health insurance solutions designed to protect you and your loved ones, ensuring financial stability and peace of mind in times of need.

Estate Planning Services

Estate
Planning

Estate planning involves the strategic management and organization of your assets to ensure their efficient distribution and preservation for future generations.

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Debt
Management

A strategic service designed to help individuals and businesses effectively manage and reduce their debt, ensuring a clear path toward financial stability and freedom.

January Liddell-1

January is passionate about serving others. She leads with her heart and with transparency. People that surround her feel appreciated and heard given her positive vibe and energy.  She has a background in the health and wellness industry and was a consultant to many, guiding them to have a better overall body, mind, soul and now their finances. January has had the privilege to experience living in various locations in her life. From Papua New Guinea, to the San Francisco Bay Area and now in Oahu- Hawaii, which she currently calls home with her husband and two children.

Schedule a complimentary call if you want to talk about your future!

January Liddell

January Liddell
Licensed Financial Advisor

During our discussion, we'll explore your financial goals and identify strategies to help you achieve them. This no-obligation consultation is a great opportunity to ask questions and gain valuable insights into your financial situation. Together, we can create a personalized plan that sets you on the path to financial success.

Listen and Subscribe to My Podcast 

Podcasting serves as a powerful platform for me, enabling the delivery of rich, valuable content directly into the lives of listeners. It's not just about broadcasting information; it's about creating a connection, sharing insights, and sparking conversations that matter. Through each episode, I strive to bring forward thought-provoking discussions, expert opinions, and real-world solutions that resonate with people everywhere. It's more than just a way to communicate—it's a way to engage, inspire, and empower individuals across the globe.