Jean Deliso

Jean M Deliso, CFP® is President/Owner of Deliso Financial and Insurance Services, a firm focusing on comprehensive financial strategies that help position clients for a solid financial future. Jean has been working in the financial field for thirty years; her first seven in public accounting and the balance working in the financial services industry. Jean serves her clients by developing integrated financial plans. She enjoys helping individuals, as well as business owners navigating the unique planning needs of their business with an eye towards legacy and succession planning. Deep trust, precise guidance and comprehensive solutions are the cornerstones of her practice. Jean currently serves on and is the immediate past Chairman of the Board of The Baystate Health Foundation. She also serves on and is the past Chairman of the Board of the Community Music School of Springfield and the past Chairman of the Board of the YMCA of Greater Springfield. In addition, she is a past trustee of the Community Foundation of Western Massachusetts and Bay Path College Advisory Board. She is a supporting member of the National Association of Life Underwriters and The Hampden County Estate Planning Council.