Janet Rhodes Friedman

CFP®, CDFA®

Wealth Advisor

janet@abarisfinancialgroup.com

978-371-9649 x13

“All you need is the plan, the road map, and the courage to press on to your destination.” —Earl Nightingale

My story begins in my hometown of Pittsburgh.  Before marriage, my mother was an assistant to a member of the Mellon family.  She loved the world of investing and finance.  When she was widowed at 39 with three children under age 10, she went back to work.  She subscribed to the Wall Street Journal, Forbes and Barron’s – not common for women in the 1970’s.  She actively participated in an investment club and inspired me to pursue a career in financial services.

At Duke University, I majored in Management Science (a liberal arts quantitative business degree), then joined the First National Bank of Atlanta management training program (only the 2nd year women were hired).  My four years at FNBA included credit analysis training, manager of market research and lending to mid-size businesses in South Carolina and southern Georgia, a challenge for a “Yankee” woman.

Knowing I didn’t aspire to be a lifelong banker, I matriculated at Amos Tuck School of Business at Dartmouth and received my MBA.  I joined KPMG as Consultant to the Chair of the National Financial Services consulting practice in Short Hills, NJ, then transferred to Boston to work for his successor.  After three years of 80+% travel, I needed a change for work/balance reasons.

I joined Fidelity Investments and worked in several challenging investment product management and marketing roles as a Vice President in the institutional side of the business.  While I enjoyed working with large corporations and banks, I needed more psychic satisfaction from my work.  I realized working directly with families and individuals could better meet that need.  I began the self-study CFP® program while at Fidelity and completed the program during my “work at home with two young children” phase.  I obtained and maintained my CFP® designation while at home so I could become a financial planner once I rejoined the workforce.

I joined Abaris Financial Group in 2009 and have not looked back.  Abaris offered the opportunity to develop and build my own financial planning practice at my own pace with tremendous support.  I have worked with more than 100 clients ranging from age 25 to 96 and love my work.  I especially enjoy working with women who have limited financial literacy, especially women considering divorce or who are recently divorced.  I became a CDFA® (Certified Divorce Financial Analyst®) in 2014 to better serve this niche.

I am pleased that I found my true career passion, albeit later in life.  I enjoy coming to work each day and look forward to directly helping my clients as they strive to reach their goals and dreams.

I am passionate about my family, dogs, tennis, golf, pickleball, music, handbell choir, adventure travel, Pittsburgh Penguins and the beleaguered Pittsburgh Pirates


GETTING TO KNOW JANET

Favorite food: Seafood

Favorite quotes: “You must be the change you wish to see in the world.” — Mahatma Gandhi  | “You miss 100% of the shots you don’t take.” — Wayne Gretzky

If you could meet anyone, past or present, it would be: My dad

Favorite book: “Five Quarters of the Orange” by Joanne Harris

Favorite movie: “Local Hero”Favorite TV show: “This Is Us”

What motivates you: Being told I cannot do something; helping others realize their potential

Favorite holiday: Christmas

Place you’d most like to visit Africa on safari

Biggest professional accomplishment: Successfully building my practice almost entirely through referrals