Picture of Bellaria Jimenez

    Bellaria Jimenez

    CFP®, ChFC®, MBA

    Also Speaks Spanish

    MassMutual Tri State - Main Office
    186 Wood Avenue South Suite 301 Iselin, NJ 08830-2763
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    Check the background of this investment professional on FINRA's BrokerCheck

    About Bellaria

    Growing up as an immigrant in New Jersey, I witnessed firsthand many of the mistakes made by people who didn’t fully grasp the financial system in this country. After college, I began my career as an advisor to help people understand why it’s so important to plan financially for the future. Now, as Managing Partner of a firm, I coach and help build advisor teams. My hope is to pass along my financial knowledge to my son and the next generation. I’ve been fortunate to succeed when others didn’t think it was possible. 

    I am passionate about helping others succeed in their career. I dedicate time to coaching and mentoring women in the business regardless of the company they are affiliated with. The focus on financial literacy for children and college students is my contribution to future generations in educating them on what choices they have when making money decisions and career choices. 

    Industry involvement in AALU, MDRT, GAMA, WIFS, FPA are very critical to me. I feel that being committed to my career means understanding and supporting the industry and advocating in areas that will help support our field.

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies
    • LGBT
    • Special Care

    Bellaria Jimenez CFP®, MBA, ChFC® is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 186 Wood Avenue South, Suite 301, Iselin, NJ 08830-2763, Tel: (732) 623-5700

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Florida, New Jersey, New Mexico, New York, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin

    Bellaria Jimenez CFP®, MBA, ChFC®, Iselin, NJ

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