Jenny DeRosa Bergeron

Financial advising wasn't the plan. Being good at business was, and that part came naturally. Years in the advertising world, working closely with business owners and helping them grow what they'd built, kept bringing me back to the same hard truth I was living by myself: working hard is never going to be enough on its own. Time runs out. Two hands can only do so much. Money has to make money.

I was in my early thirties, a young divorced mother who had put herself through college while raising a daughter, when a financial advisor I worked with recognized something in me and asked me to join his firm. He saw the business instincts. What he didn't fully anticipate was how genuinely obsessed I would become with the work itself. It was serendipity, and I was a natural fit.

Since 2013, starting at Edward Jones and eventually building my own practice, this work has only gotten more interesting. Allegra Wealth Management is the culmination of that. The name is intentional. In Italian, allegra means joyful, and that isn't a marketing choice. It's a reminder of what this work is supposed to feel like for the people I serve.

My focus is on financial planning, cash flow strategy, debt management, and tax-efficient investing. As a fiduciary, my advice is never driven by a commission or a product to sell. The highest standard is the only standard, and my clients' interests come first, full stop. Retirement income planning is a particular specialty, and I work closely with clients' tax professionals and attorneys to make sure everyone is aligned and moving toward the same goal.

What I'm genuinely good at is making sense of a mess. Financial lives are complicated, and most people carry more anxiety about them than they need to. My favorite moment is when someone walks out of the office, and the weight has lifted, not because everything is fine, but because we looked at the numbers together and built something real.

A proud honors graduate of Trinity College in Hartford, Connecticut, I was inducted into Phi Beta Kappa and Pi Gamma Mu and received the Rosamond Mancall Prize. My Series 7 and Series 66 securities licenses came in 2013, and from 2019 through 2025, I've been recognized as a Five Star Wealth Manager every consecutive year.*

My father had a sign in his office: "It's nice to be important, but it's more important to be nice." That's still rule number one around here. I didn't choose this business to conform to what someone else thinks a financial advisor should look like.

My husband, Gary, and I live in Glastonbury in a restored Queen Anne Victorian on Main Street, surrounded by the kind of New England character we both grew up with. Between us, we have 12 grandchildren, which means we understand very well the pull between building a career and showing up for the people who matter most. When I'm not working, you'll find me walking, catching a show, or somewhere in the Caribbean with my toes in the sand. I'm also a past member of the Board of Directors of the Connecticut River Valley Chamber of Commerce, because staying connected to the business community has always mattered to me, professionally and personally.

*The Five Star Wealth Manager award is given to wealth managers who satisfy key client and overall satisfaction criteria. The award is not indicative of the wealth manager's future performance. Jenny Bergeron is a recipient of the 2025, 2024, 2023, 2022, 2021, 2020 and 2019 Five Star Wealth Manager Award. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2025 - 2019 Five Star Wealth Managers.