Jan Wise, CFP®, ChFC®, MBA
Jan began her career in banking in 1987 and started her own financial planning firm in 1994 as an independent financial advisor. Securities registered and insurance licensed in Connecticut, New York, and multiple other states, Jan holds the Chartered Financial Consultant® designation and the CERTIFIED FINANCIAL PLANNER™ certification.
Jan offers financial planning, incorporating a systematic and holistic approach. She specializes in providing life planning, portfolio management, insurance, and tax strategies for her clients. As a registered representative and investment advisor representative of Commonwealth Financial Network®, member FINRA/SIPC, and a Registered Investment Advisor, she is a truly independent advisor who offers unique guidance in assisting others in achieving their life goals.
Born in New Mexico, Jan settled in Connecticut and completed her BS at Bryant College in 1985. She obtained her MBA from the University of New Haven in 1992. During her years as an advisor, she has received multiple achievement awards and served as a national training consultant to American Express Financial Advisors.
Jan's son John D'Agostino joined the practice in 2017. In 2019 he will continue to serve our clients in a new capacity as our newest Investment Advisor.
Jan believes in giving back to the community, and she has been a leading fund-raiser for the March of Dimes, the American Lung Association, and Rotary International.
In addition to her community work, Jan focuses her charitable efforts on animal rescue. She started and manages a charity, Last Chance Farm Sanctuary in Tennessee, that provides rescue services for dogs and horses. Most dogs are rescued from high-kill shelters and horses from slaughter auctions. These animals are then provided a permanent home on the sanctuary property or placed in new homes based on their unique circumstances.
Jan and her husband, Jeff, have three children. When not working with animals, they enjoy football, wrestling, scuba diving, skiing, and riding motorcycles.
Jan works closely with approximately 250 families to help ensure that they too can live their dream and focus on their passions in life. Wise Wealth provides comprehensive and holistic wealth advisory services to their clients.
John took a keen interest in managing money and planning his future at a young age. By the time he was a teenager, he knew he wanted to pursue a career in Finance.
After high school, he decided to further his education at Old Dominion University in Norfolk, VA while continuing his wrestling career at the Division 1 level. He graduated with his bachelor’s degree in the spring of 2018.
John’s experience in the financial industry includes work for several firms during and after he completed his academic studies. While in college John worked at Best Wise Associates (now Wise Wealth) assisting with day to day tasks, client outreach, and investment research. In the summer of 2017 he worked as an intern for Gottfried & Somberg Wealth Management in Glastonbury.
Following college graduation, he worked for Edward Jones Investments for a short time, moving over to Wise Wealth to complete his licensing and work beside his mother and the firm’s President, Jan Wise. John lives in Prospect and stays active in CT Wrestling and all sports.
Alicia Rondini, FPQP™
Senior Planning Assistant
Alicia joined our firm in 2015 and quickly oriented herself with the firm's practices and Commonwealth procedures. She has a bachelor's degree with a minor in sociology and ethics. Alicia recently completed and received her Financial Paraplanner Qualified Professional™ registration with the College for Financial Planning, and also received her certificate of appointment as a Notary Public.
As our Senior Planning Assistant, she is responsible for managing our Connecticut office and staff. Her mission is to provide our clients with the highest level of customer service possible. She has an excellent working knowledge of client account processes and facilitates the setup and maintenance of client accounts.
Since joining the firm, she spearheaded the Department of Labor project to ensure that all of our clients had up-to-date accounts and information and were able to continue our fiduciary relationships. She brings years of experience to the office and has a great rapport with all our clients.
Alicia lived in Holland for six years and Curacao for four years. She is fluent in Dutch from her time spent overseas. She has a young teenage boy whom her and her husband Peter adores, as well as two huge English Bull Mastiffs named Finnegan and Chloe. Together, they enjoy all watersports and playing on the beach.
Jennifer joined Wise Wealth in August 2018 as an Administrative Assistant and brings over 25 years of administrative experience to our team. Jennifer quickly immersed herself in the finance world and now is primarily responsible for scheduling annual planning meetings with all our clients as well as providing administrative and logistical support to Jan and the rest of the team. She handles all wholesale and client correspondences while working with Jan directly on a quarterly basis to ensure that all our clients’ accounts are reviewed, and their goals are updated as necessary.
Jennifer has an associate degree from Katharine Gibbs School and has completed training provided by Commonwealth. Prior to joining Wise Wealth, she has worked in the medical, health insurance, and legal fields.
Born and raised in Connecticut, Jennifer and her husband, Joe, have two college-aged children. In an effort to give back to the community, her family is actively involved with the local Volunteer Fire Department. She, too, is an animal lover and has a rescue dog named Willow. She and her husband enjoy traveling, gardening, and spending time with family.