Jean Deliso Earns CFP Certification
AGAWAM — Jean Deliso, president of Deliso Financial and Insurance Services and a 20-plus-year veteran of the financial-planning profession, recently earned one of the premier designations in financial services as a certified financial planner (CFP). This certification is generally recognized as the highest standard in personal financial planning.
Deliso is committed to educating individuals about their finances and has helped them take control of their unique situations since she has been in practice. Achieving this certification, she said, further heightens her ability to help lead her clients to personal success and financial freedom. She works with many business and high-net-worth individuals providing retirement and estate planning. She also assists women in planning for their financial future, particularly in times of transition such as divorce or widowhood.
The CFP Board holds its members to the highest degree of ethical standards and professional conduct. As a designated certified financial planner, Deliso promises to uphold this high level of conduct and ensures that her clients will receive the most extensive and comprehensive level of financial planning. The CFP Board was founded in 1985 as a nonprofit organization that serves the public interest by promoting the value of professional, competent, and ethical financial-planning services, as represented by those who have attained CFP certification.
Established in 2000, Deliso Financial and Insurance Services is a complete financial-services agency; however, Deliso’s extensive experience in several areas has led to a reputation for certain specializations.