Janet Williams-Reyes, CPA/PFS

Financial Advisor and Investment Adviser Representative affiliated with Lincoln Investment Planning, LLC and Capital Analysts, LLC

As Principal of Skyview Asset Management, Janet Williams-Reyes, serves as the firm’s Director of Client Services, with over 14 years of investment experience and over 30 years as a CPA with tax and accounting experience.  Previously she was Director of Tax Services at Hawaii Accounting, LLC after selling her financial advisory and tax practice, WR Financial which she owned and managed for 17 years.   Janet was born in Oklahoma and raised in Frankfurt Germany.  She holds a BS in Accounting from the University of Oklahoma.  She has spent the last 24 years working in the investment and tax profession in Honolulu, HI and is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).  Active in the community, she has served on the Financial Advisory Committee at the Hawaii Society of CPA’s and as President of the National Association of Tax Preparers Hawaii Chapter.

Education

• University of Oklahoma, Bachelor’s Degree, Accounting, 1982

Business Experience

• Investment Adviser Representative, Capital Analysts, LLC May 2014 – Present
• Investment Adviser Representative, Lincoln Investment Planning, LLC, January 2009 – Present
• Registered Representative, Lincoln Investment Planning, LLC, January 2009 – Present
• CPA, Tax Advisor, HiAccounting, LLC, July 1, 2017 – June 30, 2019
• CPA, Owner/President, WR Financial, July 2000 – June 30, 2017

Professional Licenses/Designations

Janet L. Williams-Reyes, CPA/PFS holds the following industry exams or equivalency and Professional Designations.

• Series 6 – Investment Company and Variable Contracts Products Representative Examination
• Series 63 - Uniform Securities Agent State Law Examination
• Series 65 - Uniform Investment Adviser Law Examination
• Series 7 – General Securities Representative Examination
• Health and Life Insurance License

Certified Public Accountant CPA

Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for certification as a CPA.  In most U.S. States, only CPAs who are licensed are able to provide to the public attestation (including auditing) opinions on financial statements.

Personal Financial Specialist PFS

Personal Financial Specialist (PFS) are for professionals specializing in estate, tax, retirement, risk management/insurance and investment planning. The license is issued by The American Institute of Certified Public Accountants (AICPA).  Candidate must hold a valid CPA license and be a regular member of the AICPA.  Earn a minimum of 75 hours of PFP continuing professional development (CPD).  Complete 2 years of full-time business in personal financial planning.  Pass the PFS Exam.

Personal Interests

• Travel
• Food and Wine
• Snow Skiing
• CrossFit
• Yoga
• Ocean Kayaking
• Matial Arts
• Wife, Mother and Grandmother