Jeannette Bajalia

Jeannette was set to sail off into the sunset of retirement after a 38-year career as a corporate executive for one of the nation’s biggest insurance companies. One problem was that she couldn’t find a financial advisor who understood her goals.

As a result, Jeannette decided to take a page from Winston Churchill and begin her second act. She redefined retirement in her own way by dedicating her life to advocating and helping women understand and address their unique challenges and needs when it comes to wealth.

Ten years later, Jeannette found herself leading Petros Financial Group, a Florida-based holistic wealth management and tax planning firm that is now a proud part of JL Smith. She’s also the founder of Woman’s Worth®, a national brand initiative that not only assists women with their financial goals but also helps grow and train other financial advisors on how to best serve women.

A sought-after speaker, educator and coach, Jeannette has been featured in The Wall Street Journal, CNBC, Reuters, Yahoo! Finance, MarketWatch, Forbes, and is the author of three books. She is also an Ed Slott Master Elite Advisor and has been recognized as a Woman of Influence by the Jacksonville Business Journal.

Jeannette has written the following books: Wi$e Up, Women!: A Guide to Total Fiscal and Physical Well-Being, Retirement Done Right: Don’t Just Inve$t…PLAN!, Planning a PURPOSEFUL LIFE: Secrets of Longevity, and Daily Perspectives for Creating an Abundant Life: Affirmations for Keeping Your Health and Wealth.