Janice Berner, Financial Advisor, CDFA, CPA, CLTC

Services Offered

• divorce settlement guidance
• retirement planning
• investment management
• estate conversion strategies

About

Janice Berner is a financial advisor based in Wakefield, Massachusetts, with over twenty years of experience in providing financial planning and investment guidance. She specializes in divorce settlement guidance, retirement planning, investments, and estate conversion strategies. As a Certified Divorce Financial Analyst (CDFA) and Certified Public Accountant (CPA), Janice offers a comprehensive approach to her clients' financial needs. Her practice focuses on helping individuals and families achieve their long-term financial goals through personalized strategies.

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