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MassMutual financial professional.

Janice Berner, Financial Advisor, CDFA, CPAemail

  • Professional Story

    Janice Berner, CLTC, CPA*, MBA, CDFA, is a Financial Advisor and Planner, focusing on retirement, estate and business succession planning. Janice has been in the financial services industry since 1990 and brought her practice to Baystate Financial Services in 2011.  She started her career at a Big 4 accounting firm, and left in 1999 for Fidelity Investments where she held various management and director roles for over 9 years.

    Janice is committed to building long-term relationships with individuals, families and business owners to assist them in achieving their individual financial success.  She combines her twenty years of experience in finance coupled with a team approach to provide solutions to many of today's financial challenges.  She focuses on establishing and maintaining a confidential relationship with clients, which is based on mutual trust and respect.  Janice's clients describe her as objective, knowledgeable and, most importantly, trustworthy and caring.Her greatest enjoyment is the satisfaction of knowing that she has coordinated a strategic financial plan directed towards the realization of her client's goals.

    Janice graduated with a Bachelor of Arts from Trinity College in Hartford, Connecticut, and a Masters in Business with a concentration in Accounting from California State University.   She shows her commitment to the community serving as the treasurer and on the board of various community organizations.  Janice most enjoys spending free time with family, and fundraising for charity by running in the Boston Marathon.

  • Languages:
    • English
    • Spanish

  • Credentials:
    • CPA*
    • CLTC®
    • CDFA®
    • MBA

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education


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