Janice Berner

Credentials:
  • CPA*
  • CLTC®
  • CDFA™
  • MBA

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

Languages: English, Spanish

My prior 20-year career as a CPA and finance director for a Big 4 accounting firm and a large Boston investment company,  as well as a background in human services and counseling, provide me with a unique ability to work with individuals and family-owned business.  I find the utmost reward in helping clients plan their financial future.

 

I work with a team of specialists in all 6 areas to provide comprehensive financial planning, and I am committed to providing the highest level of attention and insight to my clients.

 

FOCUS: 

  • Life events such as divorce, loss of a spouse, retirement, or the sale of a business
  • Investment strategies
  • Retirement and estate planning
  • Business succession planning
  • Group Benefits
  • Charitable Giving
  • Insurance solutions and strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Janice’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Janice

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Wakefield Satellite Office

Satellite Office

301 Edgewater Place, Suite 200
Wakefield, MA 01880

CRN202108-252357