Janet Rhodes Friedman, CFP®, CDFA®
Senior Wealth Advisor

Request an Appointment | Office Information

Janet is a Senior Wealth Advisor in the Beacon Pointe Newton, MA office. She specializes in guiding individuals and families through clear, goal-oriented financial planning, helping clients understand their finances and build plans that support their long-term aspirations. She has a particular passion for supporting women with limited financial literacy or those navigating divorce, earning the Certified Divorce Financial Analyst® (CDFA®) designation to deepen her expertise in this area. Prior to joining Beacon Pointe through the 2025 acquisition of Financial Planning Solutions, LLC., Janet built a diverse career across the banking and financial services industry. Her early professional experience includes roles in bank management and lending in the Southeast, followed by earning her MBA from the Tuck School of Business at Dartmouth. She later served in leadership positions at KPMG and Fidelity Investments before discovering her true calling in personal financial planning. Janet holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has been an investment advisor since 2009. Originally from Pittsburgh, Janet was inspired by her mother’s passion for investing and finance, which ultimately shaped her own career path. Outside of the office, Janet enjoys playing tennis, exploring Callahan State Park with her rescue dog, Baron, adventure travel, and attending sporting events.