Life With People
We pull from our extensive professional and personal experience to provide honest and compassionate advice as well as planning that addresses your total well-being.
President & Founder
Jeannette Bajalia has one mission: provide visionary leadership both for clients and a new generation of advisors. She honed her leadership skills during a long and storied career in corporate positions within the life and health insurance industries, where she was viewed as the “go-to problem solver” who could be relied upon to get the job done. After retiring from the corporate world, Jeannette joined Petros Planning in 2007 and purchased the company in 2009. That same year, she also founded Woman’s Worth®, where she specializes in the unique needs of women as they plan for retirement.
Personal experience shaped not only Jeannette’s career path but also her passion for helping others plan their financial futures. When her father unexpectedly died when Jeannette was 26, he left behind no financial resources and no plan to care for Jeannette’s mother. Jeannette became the physical and financial caretaker for her mother and great aunt for the next 31 years.
During her search for a financial advisor to help her with her own retirement planning, Jeannette discovered that there was a need in the financial services industry for advisors who would focus on the person, not the profits. She followed God’s leading to begin a second career, dedicating her practice to transforming how individuals and families are served in the financial services industry.
Jeannette’s builds client relationships on honest conversations and open communication. She encourages clients to express their financial fears, issues and concerns so she can identify customized solutions to address and overcome those fears. As a speaker, educator and coach, Jeannette also mentors other advisors, showing them how to create people-first practices.
Cliff Guthrie, CFP®
Cliff Guthrie, CFP®, is a Financial Advisor with Petros Financial Group and Woman’s Worth®. Cliff is a Certified Financial Planner certificant, holds a FINRA Series 66 license, and FL 2-15 insurance license. He graduated from Jacksonville University with a degree in Finance. He was born and raised in Jacksonville, Florida and has been in the financial industry for over ten years. Prior to joining Petros, Cliff worked with CUSO Financial and Merrill Lynch. In his spare time Cliff enjoys reading, cycling, and sailing on the St. Johns River.
Lee Sasser, CFP®
Lee Sasser, CFP®, is a Financial Advisor with Petros Financial Group and Woman’s Worth. Lee holds his 63 and 65 licenses. He graduated from Florida State University with degrees in Finance and Multinational Business Operations. He was born and raised in Jacksonville, Florida and has been in the financial industry for 14 years. Prior to joining Petros, Lee worked with Fidelity Investments and Merrill Lynch. In his spare time Lee enjoys spending time with his wife and two boys, watching football, sailing, and golfing.
Nikki is the Marketing Director for Petros Financial Group and Woman’s Worth®. She graduated from the University of Florida with a Bachelor of Science degree in Communications. She has over 22 years of experience in public relations, marketing, event and conference planning. She grew up in Okeechobee, FL and resides in Jacksonville, FL with her husband, Kevin, a PGA Professional and native of Jacksonville. They have one son, Mason and a happy Golden Retriever named Quinn. She loves Gator football, watching Mason play sports and spending time with her family.
Mickie is the Executive Assistant to Jeannette Bajalia for Petros Financial Group and Woman’s Worth®. She has been serving our clients for over five years. Previously, she worked with Prudential Insurance Company, Wells Fargo, Fifth Third Bank and Chico’s Boutique. She grew up in and currently resides in Jacksonville, FL. She enjoys crafts, reading, and taking care of her six grandchildren, three of which are triplets.
Ashley Bracha Leibowitz
Ashley Bracha Leibowitz is the Managing Partner of Atlantic Retirement Solutions and handles the Medicare and Property and Casualty portion of their business. With her nursing and business background, Ashley is the perfect fit to our team in helping the senior community with all their retirement needs. Ashley possesses a FL 2-15 Life, Health and Variable Annuity license as well as her Property and Casualty License. Her expertise is simplifying the complex details of Medicare and educating retirees on the different types of Medicare plans, as well as shopping around to make sure our clients have the right insurance coverage for the best price. Ashley donates a lot of her spare time to the Orlando Jewish Community where her husband, Ed, works as a rabbi. She also enjoys raising their five beautiful children, Shira, Danny, Avi, Chana Leah and Bluma.
I was put on earth to serve those who want a purposeful journey to and through retirement.
– Jeannette Bajalia