Ms. Janice Berner
Profession(s) and Services
In my practice, I have a comprehensive team of specialists from all areas of financial planning, which means that we can handle complex issues of all types. Thirty years of experience and a prior background as a counselor and CPA enable me to provide the compassion and support needed in divorce cases
Working with clients before, during, or previously divorced, I provide comprehensive financial planning and settlement strategy support to provide my clients with a more secure financial future. My team and I focus on all areas of divorce financial planning including:
Evaluating and prioritizing clients long- and short-term goals
Asset division and settlement support
Spousal support funding strategies
College planning and funding
Wealth management strategies
Pension decisions and analysis
Stock options, RSU's and other executive compensation programs
Retirement Planning
Social Security Planning
Tax consequences
Estate planning strategies
Long-term care, Life, Disability and Health Insurance Options and Analysis
Counties Served
I am passionate about helping others through one of their most difficult times, utilizing three decades spent in the financial industry, after starting my career in counseling. As a CPA, I became a CDFA because I had personal and professional experience with divorce that enables me to best help my clients.
Earlier in my career, I earned a psychology degree and was working as a counselor. I was working towards my MBA/MSW and decided to drop the MSW piece. But after 20 years of various finance roles at Fidelity and in a Big Four public accounting firm, I missed directly helping people. Ten years ago, when I discovered that I could combine my interests and passions as a financial advisor and CDFA, I knew I had found the perfect way to help others feel confident and positive as they move on with their lives