NEW PROVIDENCE, NJ - Jodi A. Cirignano, MBA, CFP®, CPA has recently joined Lassus Wherley as a Senior Financial Planner. She will be responsible for the development of broad-based financial plans for high-net worth clients and will serve on both the Investment and Financial Planning committees.
Prior to joining Lassus Wherley, Jodi was a Wealth Advisor with JPMorgan Private Bank where she provided wealth management and planning advice to high-net worth families. Jodi was a contributing author to various wealth planning publications issued by the Private Bank. Prior to JPMorgan, Jodi worked with Lassus Wherley as a Financial Planner, and prior to that, she worked with Ernst & Young.
Jodi has an M.B.A. in Finance from Fairleigh Dickinson University, and a B.A. in Economics and Political Science from Colgate University, magna cum laude, Phi Beta Kappa. She is a CERTIFIED FINANCIAL PLANNER™ professional and a licensed Certified Public Accountant.
Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL. Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com.