Jean Bedell, CPA/PFS, CFP®

Personal Quote

“What we enjoy most is that our clients truly appreciate our advice and technical expertise. Clients don’t know what they don’t know—educating our clients on a wide variety of financial issues can save them from making potentially costly mistakes. That is why we view on-going advanced education as one of the cornerstones to our success.”

Background & Experience

Jean is a manager with Bonadio Wealth Advisors, a division formed when DR Financial Services merged with The Bonadio Group. During her tenure at DR Financial Services, Jean earned her AICPA Personal Financial Specialist designation and Certified Financial Planner™ certification. Jean works closely on client matters and often handles the day-to-day details of financial counseling engagements. She is known for her thoroughness and attention to details. Clients feel a sense of relief and have peace of mind in knowing that Jean has not only taken care of things, but they're taken care of properly. By saving them time and effort, clients are able to focus on what they do best and spend their leisure time as they wish.

Jean enjoys putting her technical training and experience to use for Bonadio clients. Her favorite service area is advanced estate planning where her deep understanding and working knowledge of its tax, financial, and legal aspects enable her to play an active and valuable role in the estate planning process.

Prior to joining The Bonadio Group and DR Financial Services, Jean was a CPA with KPMG, LLP and a financial planner to Fortune 500 executives with The Ayco Company.

Education

• B.S. - Accounting, Siena College

Licensing & Certifications

• CPA, New York
• CFP® (Certified Financial Planner™)
• PFS (Personal Financial Specialist)

Service Expertise

• Personal Financial Management and Planning
• Advanced Estate, Gift, and Trust Planning
• Business Succession Planning
• Income Tax Planning
• Investment Planning
• Retirement Planning
• College Planning

Professional and Community Service Involvement

• Estate Planning Council of Eastern New York
• Financial Planning Association of NENY
• New York State Society of Certified Public Accountants
• American Institute of Certified Public Accountants

On the Personal Side

Jean and her husband Jason have two children, Mia and Audrey. In her free time, you might find Jean:

getting physical…she enjoys working out

getting together…socializing with friends

getting into the story…reading a good book