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Becoming Wealthy & Fulfilled: A Personal Finance Mastermind

Becoming Wealthy and Fulfilled (1)

Join Junto Global and our members as we learn how to create strong personal finances with the intention of accruing wealth. We want to share with you the knowledge of our amazing contributor who will be sharing tools for you to become successful.

Jan Gleisner, one of California’s leading financial advisors, will be sharing from an unbiased perspective the steps to accrue wealth from the beginning stages of the process, to investing savings for achieving financial independence, and creating success.

If you would like to attend the event virtually, please email team@juntoglobal.com and we will send you a virtual link to attend the event via Zoom.

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Junto Membership Application

Membership in Junto is by invitation only. Although we consider all applicants, Junto is not for everyone. Our members are a diverse, interdisciplinary group that meet to discuss a wide range of topics in pursuit of mutual learning and improvement.

In new members we look for those who share an entrepreneurial spirit, a commitment to learning as a lifelong adventure and a desire to connect authentically in an environment of trust and confidentiality.

In order to maintain the quality of meetings our members have come to expect we require an application to aid in the placement process and ensure we're a mutual fit. The application process takes about 5 minutes.

Junto Membership Application

Full Name *
Email *
Phone *
Date of birth *
City *
State *
Zip code *
If you were referred to Junto, who referred you?

Junto Membership Application

In 3-5 sentences, tell us about you as it relates to what we look for. *
In applying for Junto, what are you looking for? *
What does success look like to you? *
Do you have a website, blog or Linkedin profile we can check out?

Junto Membership Application

Are you willing to enter every meeting with an open mind and a respect for differing viewpoints? *
Are you willing to openly share with and contribute to others in Junto? *
Are you willing to help others that may benefit from your unique experience and knowledge? *
Can you commit to at least two, 2 hour meetings a month? *
Please list 3 times (including the date) within the next week that you are available for a 15 minute phone call. *
Once your application is submitted you'll receive an email from us asking you to confirm your application. After you've confirmed we'll reach out to set up an introductory phone call.
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