Jeanne  Bernardin

Jeanne Bernardin

| CFP®

Meridian Financial Advisors

Fee-Only Financial Planner serving the Holliston, MA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

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13 Water St
Holliston, MA

Jeanne Bernardin joined Meridian Financial Advisors in 2015, bringing with her 20 years of industry experience. Jeanne graduated from Providence College with a BA in Economics. Along with her CFP® certification, Jeanne also has passed the Level 1 CFA program and is Series 7 and 66 certified.

Jeanne and her husband Paul, live in Hopkinton with their 3 boys. Outside of work, Jeanne enjoys biking, travelling and volunteering for the HPTA.