Jane Ricardi
Certified Financial Plannertm Professional Cfp at North Light Financial Services
Based in Plymouth, United States
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Seniority
Staff
Department
Other
Location
Plymouth
Industry
Financial Services
Company size
3
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j•••••••@northlightfinancialservices.com
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Background
About Jane Ricardi
Jane Ricardi has dedicated her career to helping people achieve their financial goals for a comfortable and secure retirement. Jane became a Certified Financial Planner™ Professional CFP® in 1991 and established an independent practice in Her firm helps people achieve and maintain peace of mind with a retirement plan that includes steady income, smart investments, and funding methods for long-term care. Previously, Jane served for over 20 years working in bank trust departments as Vice President and Trust Officer where she honed her skills managing funds, investments and benefit plans for individuals and small companies. Jane earned a degree in economics and finance cum laude from Stonehill College. She has given numerous seminars on the topics of retirement and estate planning and conducted workshops on financial strategies for women in transition due to divorce or widowhood. Jane’s Professional Credits Include: Certified Financial Planner™ Professional CFP® since 1991 FINRA Series 7, Series 63 licensed, AIF® Designation 2011 Massachusetts Insurance Licensed Jane’s Community Leadership Include: Rotary Club of Plymouth – Past President Plymouth Area Chamber of Commerce South Shore Women’s Business Network Jane is an avid quilter, golfer and Red Sox fan. She makes her home in Plymouth, Massachusetts. Registered Representative, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice. Office of Supervisory Jurisdiction: 46 Accord Park Drive / Norwell, MA 02061 Phone: 781-878-4063. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Specialties: Retirement Planning, Comprehensive Financial Planning, Estate Planning, Long-term-care insurance, College Funding, Retirement plans for small business 401(k), Simple IRA, SEP
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