I’m Jana Misar, one of the Wealth Managers at Financial Journey Partners. I specialize in working with clients who have a high concentration of company stock as part of their overall compensation package. My mission is to help individuals and business owners optimize their financial strategies, reduce risk, and make confident, informed decisions about their money.

My focus is on helping clients manage and strategically diversify individual equities to build a more balanced and resilient portfolio. I work closely with both clients and their tax advisors to proactively implement tax-smart strategies that de-risk portfolios and preserve long-term value.

At the heart of my work is a passion for making complex financial matters feel simple and personal. Whether you’re an entrepreneur managing your business finances, a professional navigating equity compensation, or an individual building your financial future — I help bring clarity and structure to your money so you can truly enjoy the journey.