AGAWAM — Jean Deliso, CFP has been named a member of the 2021 Chairman’s Council of New York Life. Members of the Chairman’s Council rank in the top 4% of New York Life’s more than 12,000 licensed agents in sales achievement. Deliso has accomplished this level of achievement for 10 consecutive years.
Deliso has been a New York Life agent since 1995 and is associated with New York Life’s Connecticut Valley General Office in Windsor, Conn. She is a member of Nautilus Group, an exclusive advanced-planning resource for estate-conservation and business-continuation strategies.
She is president and owner of Deliso Financial and Insurance Services, a firm focusing on comprehensive financial strategies that help position clients for a solid financial future. She has been working in the financial field for more than 30 years, her first seven in public accounting and the balance working in the financial-services industry.
A certified financial planner, Deliso has developed an expertise in assisting business owners and individuals protecting and securing their and their family’s future. Her extensive experience has led to a focus in certain fields, such as cash-flow planning, risk management, investment, retirement, and estate planning. She is committed to customizing financial plans for each person’s unique situation.
Deliso currently serves on and has held chairman of the board positions at Baystate Health Foundation and the Community Music School of Springfield. She is also a former board member of the YMCA of Greater Springfield and Pioneer Valley Refrigerated Warehouse, a former trustee of the Community Foundation of Western Massachusetts, and a member of the Bay Path University advisory board.