Bartlett - Established 1884 in New York City

who we are

Jean Gannett, CFP®: 

Jean is the Chairman of Park Place Wealth Advisors, in addition to being a Registered Principal with Foothill Securities, Inc.  Jean holds multiple licenses in securities, mutual funds, life, health and contract annuities and disabilities, and real estate.  Jean graduated from the College for Financial Planning; Denver, Colorado.  Jean is licensed as a CERTIFIED FINANCIAL PLANNER™ professional by the International Board of Standards for the Industry.  With over 20 years of industry experience, advising high net worth clients, companies and trusts, Jean has consistently been among the country’s top 1% of producing planners. She served six years on the Board of Directors at Associated Securities Corporation, as well as 2 years on Financial Planning Association Public Relations Committee.  Currently Jean is serving as Chairman for the Financial Planning Association Pro-Bono Committee and is on Advisory Council for Principal, formerly the WM Group of Funds.  Jean is a member of Eastern Star and is actively involved in the community, serving on several non-profit boards.

Daniel J Gannett

Dan Gannett is the President of Park Place Wealth Advisors in addition to being a Registered Principal with Foothill Securities, Inc.  Dan holds multiple licenses in securities, mutual funds, life, health, annuities and real estate.  Dan’s 20 year experience has been working with executives, professionals, and owners of small, medium and large sized businesses in various industries.  Dan has assisted executives of Fortune 500 companies define goals and achieve results.  He truly understands the many demands placed on his career-minded clients.  Dan is actively involved in his community as a Youth Coach, Rotarian, Chamber of Commerce Director, Cub Scoutmaster, and Young Life Volunteer.  Dan is a native of the East Bay and currently lives in Moraga with his wife, Renie, and their three sons, Ryan, Alex and Paul.

 

 

 

 

Copyright 2005 Project Seven Development