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This profile was last updated on 4/14/14  and contains information from public web pages and contributions from the ZoomInfo community.

Jeannette Bajalia

Wrong Jeannette Bajalia?

President

Local Address: Jacksonville, Florida, United States
Petros Estate & Retirement Planning LLC
100 Southpark Blvd. Suite 405
Saint Augustine, Florida 32086
United States

Company Description: At Petros Estate & Retirement Planning, we specialize providing complete estate and retirement planning services. We work with a team of highly ethical, experienced...   more
Background

Employment History

Education

  • University of North Florida
  • Masters , Human Resource Management
  • BA , psychology
19 Total References
Web References
Jeannette ...
petrosplanning.com, 14 April 2014 [cached]
Jeannette Bajalia
President & Principal Advisor As President and Principal Advisor, Jeannette brings to Petros Estate & Retirement Planning 35 years of professional experience in major corporations, as an independent business owner, and as a Retirement Lifestyle Protection Planning® designing and implementing some of the most innovative estate planning solutions to clients and their families. She is also Founder and President of Woman's Worth®, a planning firm that specializes with the unique needs facing women as they plan for their retirement.
Jeannette is an Ed Slott Master Elite Advisor, a published author, a weekly radio guest on The Financial Safari radio show on WOKV (FM 104.5), and has also appeared as a guest on First Coast Living on WTLV. She was also recognized as one of 20 Women of Influence by The Jacksonville Business Journal in 2012. She has been featured in the Wall Street Journal, Forbes, Yahoo! Finance.com, CNBC, Bloomberg Businessweek, and several other local publications.
In addition to her business and professional experiences, Jeannette has significant experience with the issues facing the aging population. She has a heart for ensuring individuals have a Retirement Lifestyle Protection Plan® that allows them to enjoy a successful retirement and they are treated with dignity and respect.
Jeannette has lived in Ponte Vedra Beach, Florida for over 13 years. She completed her undergraduate and graduate studies at the University of North Florida in Jacksonville.
Jeannette Bajalia, ...
www.petrosplanning.com, 13 Dec 2012 [cached]
Jeannette Bajalia, MHRM President
As President and Principal Advisor, Jeannette brings to Petros Estate & Retirement Planning 35 years of professional experience in major corporations,as an independent business owner, and as a retirement planning advisor designing and implementing some of the most innovative estate planning solutions to clients and their families. She is also Founder and President of Woman's Worth, a planning firm that specializes with the unique needs facing women as they plan for their retirement.
She is regarded as one of the thought leaders in developing and deploying innovative retirement planning strategies to help pre-retirees and retirees to ensure their financial independence so they can have a dignified, successful retirement. Jeannette is an Ed Slott Elite Advisory member, a published author and weekly radio guest on Financial Safari.
In addition to her business and professional experiences, Jeannette has significant experience with the issues facing the aging population. She has a heart for ensuring individuals have a retirement plan that allows them to enjoy a successful retirement and they are treated with dignity and respect.
Jeannette has lived in Ponte Vedra Beach, Florida for over 13 years. She completed her undergraduate and graduate studies at the University of North Florida in Jacksonville.
Jeannette ...
www.petrosplanning.com, 13 Dec 2012 [cached]
Jeannette Bajalia Petros Estate & Retirement Planning, LLC 100 Southpark Blvd, Suite 405 St. Augustine, Florida 32086
Office: (904) 824-5656 Toll Free: (866) 273-8767
"People are frozen because they don't ...
nieamilwaukee2009.org [cached]
"People are frozen because they don't know which way to go," says Jeannette Bajalia, president of Petros Estate & Retirement Planning in St. Augustine, Fla. "Anytime there's ambiguity, it immobilizes them."
...
Ms. Bajalia in St. Augustine recently set up an indexed annuity for Barbara Deckman, a 62-year-old retired teacher, which has a lifetime-income benefit and a "double confinement" rider, meaning the policy pays twice as much each year if Ms. Deckman qualifies for long-term-care payments.
Petros Financial Services, Inc : Our Mission Statement
www.petrosfinancial.com, 28 Nov 2008 [cached]
Jeannette Bajalia, President
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