Jean M Deliso, CFP® is President/Owner of Deliso Financial and Insurance Services *, a firm focusing in comprehensive financial planning that helps position clients for a solid financial future. Jean is committed to educating individuals about their finances and frequently conducts workshops for women advocating financial empowerment.
Jean has been working in the financial field for thirty years; her first seven in public accounting and the balance working in the financial services industry. Jean has been a member of New York Life Chairman’s Council since 2012, a Qualifying Member of the Million Dollar Round Table** for the last 17 years (1999–2016) and is currently a Court of the Table Member. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 12,000 licensed agents in sales achievement.
In addition to her new role at our Foundation, Jean is immediate past chair of the Community Music School of Springfield. She is also past chair of the YMCA of Greater Springfield, past board member of Pioneer Valley Refrigerated Warehouse along with past trustee of the Community Foundation of Western Massachusetts and Bay Path College Advisory Board. She is a supporting member of the National Association of Life Underwriters and The Hampden County Estate Planning Council.
Jean is married, has two sons, and lives in Longmeadow, MA. She is an avid golfer and also enjoys sailing.
Many thanks to Sam Hanmer, immediate past chair for his support and leadership over the years.
*Deliso Financial and Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.
**MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.