Meet Jane Ricardi, CFP®
Experience is essential to sound financial planning. Serving as a financial planner for decades, Jane has worked through many economic changes, and knows what tools and strategies work best when planning for her clients’ secure retirement. As a Certified Financial Planner™ Professional, she works exclusively at North Light in the best interests of those she counsels.
Jane’s entire career, including 20 years in the banking industry, has focused on helping people meet their financial goals – so they can achieve their life goals. Along with her client work, she’s presented scores of seminars and workshops helping people with their retirement and estate planning.
Jane’s work is built around this basic goal for everyone: 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.
A Plymouth resident, Jane holds a degree in economics and finance, and is one of the community’s true leaders. She is a Past President of the Rotary Club of Plymouth, a former board member of Beth Israel Deaconess Hospital-Plymouth, and a former board member of Cranberry Hospice. She’s an active member of the Plymouth Area Chamber of Commerce, and serves on the Executive Committee for Plymouth 400 and on the board of trustees for Pilgrim Hall Museum. Jane has also served in leadership roles with the Old Colony YMCA and the Plymouth Philharmonic.
Jane’s professional credits include Certified Financial Planner™ Professional (CFP®) since 1991; FINRA Series 7, Series 63 Licensed; and Massachusetts Insurance Licensed; and she is a Member of the Financial Planning Association of Massachusetts.
