Diane has over 10 years of experience as a wealth management advisor. She takes a collaborative approach to working with clients by engaging them in insightful dialogue that leads to making important life decisions, setting financial goals and planning for their ideal future. Diane works with individuals, families and small businesses in the community to help them make smart and informed decisions about how to save, spend, invest, borrow and give. Her professional knowledge and experience helps simplify complicated financial situations, which ultimately allows her clients to plan for the future, while taking care of the present.
Diane believes in comprehensive wealth management that provides a systematic approach to addressing all of the relevant areas of personal finance, including investments, taxes, cash flow generation, insurance, retirement and estate planning and wealth preservation. Diane has also served as the past President of the Financial Planning Association of New Jersey. She has presented on numerous topics, such as financial and retirement planning and women and finance.
CERTIFIED FINANCIAL PLANNER™, AIF®, CRPS®
FINRA Series 7, FINRA Series 63, New Jersey Life and Health Insurance
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.