About Us

Our team at Jane Ricardi, CFP®, AIF® is dedicated to providing the highest level of client service while implementing financial strategies designed to meet the unique needs of each individual. Our clients tell us they appreciate our ability to address their concerns, answer questions and put their minds at ease.

Jane Ricardi, CFP®, AIF® 

Kingston, MA

“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 has dedicated her career to helping people achieve their financial goals for a comfortable and secure retirement. Jane became a Certified Financial Planner® practitioner in 1991 and established an independent practice in 1999.  Her firm helps people achieve and maintain peace of mind with a retirement plan that includes steady income, smart investments, and funding methods for long-term care.

Previously, Jane served for over 23 years working in bank trust departments as Vice President and Trust Officer where she honed her skills managing funds, investments and benefit plans for individuals and small companies. Jane earned a degree in economics and finance cum laude from Stonehill College. She has given numerous seminars on the topics of retirement and estate planning and conducted workshops on financial strategies for women in transition due to divorce or widowhood.

Jane’s Professional Credits Include:

  • Certified Financial Planning Practitioner (CFP®) since 1991
  • FINRA Series 7, Series 63 licensed, AIF® designation (2011) 
  • Member of Financial Planning Association of Massachusetts

Jane’s Community Leadership Include:

  • Rotary Club of Plymouth – Past President
  • Jordan Hospital Foundation Board Member
  • Plymouth Area Chamber of Commerce
  • South Shore Women’s Business Network

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

Margaret Brook
Client Service Manager
Kingston, MA

 

Margaret's career includes over 15 years in Human Resources with extensive experience in retirement/benefit plan design and administration.  Her previous position was Vice President of Human Resources for Project Software Development Inc.  She holds an MBA from Simmons School of Management and a BS from Lesley University.  Margaret lives in Duxbury, Massachusetts, with her husband, Tim, three children and two pugs.