Jane Ricardi, CFP® 2017-03-29T16:29:44+00:00

Meet Jane

South Shore Certified Financial Planner Jane Ricardi

“Financial planning starts with a goal in mind. You’ve worked hard and saved wisely throughout your life. As you enter retirement, you want to continue the lifestyle you created without the worry.”

Jane Ricardi, CFP® has been helping to define, refine, and attain clients’ retirement goals for over two decades.

A former banker of 20 years who has been a financial planner for two decades, Jane became a Certified Financial Planner® practitioner in 1991 and established an independent practice in 1999.

Jane earned a degree in economics and finance cum laude from Stonehill College. She has led numerous seminars on the topics of retirement and estate planning.

Jane has also conducted workshops on financial strategies for women in
transition due to divorce and widowhood.

A community leader, Jane is a Past President of the Rotary Club of Plymouth and a Paul Harris Fellow, Past Board Member of Jordan Hospital, member of the Plymouth Area Chamber of Commerce, member of the South Shore Women’s Business Network, and board member of the Cranberry Hospice.

Jane is an avid quilter, golfer, and Red Sox fan. She makes her home in Kingston, Massachusetts with her husband, Phil and five children.

Jane’s Professional Credits Include:

  • Certified Financial Planning Practitioner (CFP®) since 1991
  • FINRA Series 7, Series 63 licensed
  • Member of Financial Planning Association of Massachusetts

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

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