Jeannette Strelitz has distinguished herself in the field as a Financial Strategist and Optimization expert. With the savvy utilization of LEAP and ‘Cornerstone’ philosophy and macroeconomic strategies aimed to grow, distribute and transfer wealth in the most efficient method possible. Emphasizing retirement planning and a “Begin with the end in mind” strategy, allows for maximum utilization of assets without the fear of running out of money.
Jeannette firmly understands that the way your money works during the accumulating phase of one’s life (income earning years) is completely different than the distribution phase (retirement years) of one’s life. It’s extremely important to address that change well before retirement, and build towards that eventuality. She has completed ten years with Mass Mutual South Florida, and became a top ten producer by her third year with the company.
People choose to work with Jeannette because she brings passion, integrity and creativity to her clients. What this means to her clients is that she will invariably focus on understanding their unique financial path and always aim to maximize their financial position under changing economic conditions. The benefit to them is the peace of mind they will attain in knowing they always have a partner focused on their best interests.
Considering the recent current events and amazing sacrifice of every healthcare professional to protect all of us Jeanette is eager to give back and be a trusted financial resource to healthcare professionals.
Jeanette grew up in three continents, having completed high school in Montreux, Switzerland, an undergraduate degree in economics and geopolitics with a minor in mathematics from Universidad de Los Andes in Bogota, Colombia, and her masters work in Economics at Stanford University in Palo Alto, California.
After a 25-year stint as a business consultant she has pledged her efforts in the personal finance arena wherein all the financial “tools of the trade” have blended to provide basic as well as extensive creative financial architecture, tax strategies and estate planning. Jeannette speaks five languages, which is an added tool for the ever-growing multinational flavor of South Florida.
LICENSES & ACCREDITATIONS
- Financial Strategist
- Optimization Expert
- Registered Representative
AREAS OF EXPERTISE
- Retirement Planning
- Asset Management
- Risk Management