Jeanine M. Beratta, JD, MBA
Jeanine has been working in the financial services industry for more than 14 years. She specializes in comprehensive wealth management and financial planning. Jeanine works closely with her clients to develop a cohesive financial strategy that starts before and continues through retirement.
Jeanine prides herself on work she has done with families who have dependents with special needs. She also works with clients who are interested in socially-responsible investing.
Graduating with a B.A. in Mathematics from The College of Saint Rose, Jeanine went on to earn her MBA from Northeastern University and her JD from New England School of Law.
Jeanine is involved in her local community. She has served as Board President for Jericho Road Worcester, a local nonprofit that helps bridge communities by matching the professional talents of volunteers with the needs of community-based nonprofit organizations.
Jeanine grew up in Syracuse, NY and resides in Worcester, MA. An avid fan of the Syracuse Orange basketball and football teams, she looks forward to their seasons every year. Jeanine loves dogs and enjoys outdoor activities, including hiking and snowshoeing.
Jeanine offers educational financial workshops on Special Needs Planning, Social Security Planning, Investing, Retirement Income Planning, and Charitable Giving. Please contact her to schedule a workshop for your place of employment or organization.
If you’re seeking to plan your retirement, or would like a second opinion regarding your current financial plan and investment portfolio diversification, contact Jeanine for a private and complimentary financial consultation.
- Series 7, 65, 63 held at LPL Financial and registered in MA, CT, FL, ME, NH, NY, and FL
- Investment Advisory Representative in MA, CT, FL, ME, NY, and FL
- Licensed to sell Life and Health in MA, CT, FL, ME, NY, and FL