Jean Bedell CPA/PFS, CFP - Principal, Bonadio Wealth Advisors

Background & Expertise

                  

Jean is a principal with Bonadio Wealth Advisors, LLC, the statewide financial planning division of The Bonadio Group.

Jean’s time is primarily dedicated to providing tax and personal financial planning to a wide range of clients from high net-worth individuals, such as executives and business owners, to your typical individual. She further specializes in estate planning and non-qualified deferred compensation plan tax consulting. Her in-depth knowledge and experience makes her an integral part of the group.

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

Jean received her B.S. degree in Business Administration from Siena College. She has the designations as a Personal Financial Specialist and a Certified Financial Planner™ professional.

Jean is a member of the New York State Society of Certified Public Accountants (NYSSCPA), the American Institute of Certified Public Accountants (AICPA), and the Estate Planning Council of Eastern New York, Inc.