Janis L. Neri, CPA/PFS
Experience
Jan brings over 25 years of experience in business and accounting to her position as an investment advisor representative of Filomeno Wealth Management, LLC.
Jan is a principal with Filomeno & Company. She has worked for the firm since 1983 providing tax and financial services primarily to health care clients.
Education and Accreditations
Personal Financial Specialist (2004)
Certified Public Accountant (1982)
Central Connecticut State University (1982)
Professional and Civic Affiliations
Member of American Institute of Certified Public Accountants (AICPA);
Member of Connecticut Society of Certified Public Accountants (CSCPA);
Personal Financial Planning Committee Member (CSCPA);
Member of Women in Healthcare Management;
Secretary and Past President of the Juvenile Diabetes Research Foundation (NWCT Chapter);
Treasurer of Main St Community Foundation, Bristol, CT;
Past Chair of The Wheeler Clinic, Plainville CT;
Past President of the United Way, Plainville, CT;
More about Jan
Resident of Southington
Fiancée of Michael Lambert, daughter Lori, 2, grandsons William and Eric
Interests include reading, rollerblading, power walking
email address: jln@filomenowealth.com
