Jean Deliso Selected as Member of the Nautilus Group
AGAWAM — Jean Deliso, CFP has been selected for membership in the Nautilus Group, a service of New York Life. The Nautilus Group is a planning resource comprised of financial professionals experienced in taxes, law, life insurance, accounting, and charitable giving.
Deliso’s access to this exclusive resource enables her clients and their other financial advisors to benefit from the group’s collective experience and solutions as they apply to the protection, accumulation, and distribution of wealth to individuals, families, and business owners throughout the country.
Deliso is president and owner of Deliso Financial and Insurance Services, a firm focusing on comprehensive financial strategies that position clients for a solid financial future. Her 30-year experience has led to a focus in certain fields, such as cash management, risk management, investment, and retirement planning. She has developed an expertise in assisting business owners with protecting and securing their future. She is also fully committed to educating individuals regarding their finances and frequently conducts workshops advocating financial empowerment.
She has been a member of New York Life Chairman’s Council since 2012 and a qualifying member of the Million Dollar Round Table since 1999. Members of the Chairman’s Council rank in the top 3% of New York Life’s sales force of more than 12,000 licensed agents in sales achievement.
Deliso currently serves on and is past chairman of the board of the Baystate Health Foundation and the Community Music School of Springfield. She has also served on the board of the YMCA of Greater Springfield and the Community Foundation of Western Massachusetts.