Jean Deliso, CFP® in

Jean Deliso, CFP®

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President and Founder at Deliso Financial and Insurance Services
📍 Agawam, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
30 Years
Current Role
President and Founder
Job Level
Leadership
Location
Agawam, Massachusetts, United States
Personality Overview

How Jean shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jean cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2000
President and Founder
Deliso Financial and Insurance Services
2005
Agent
Eagle Strategies, LLC
1-2000
Registered Rep
NYLIFE Securities LLC
6-1995
Licensed Agent
New York Life Insurance Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1977 - 1980
Bachelor of Science (BS) 1977-1980
Bentley University
1976 - 1977
Associate of Science (AS) 1976-1977
Holyoke Community College
1970 - 1974
High School Diploma
Catherdral
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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