Diane DeOliveira, CFP®, AIF®, CRPS®

Diane joined Nisivoccia Wealth Advisors in 2014 and 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.

She believes in comprehensive wealth management that provides a systematic approach to address all relevant areas of personal finance, including investments, taxes, cash flow, insurance, retirement, estate planning and wealth preservation. She has expertise working with individuals, families and businesses to simplify the complex and empower clients to navigate life’s transitions.

Diane is also president and co-founder of Wealthspring Financial Partners, where she leads all aspects of day-to-day operations and develops innovative solutions to meet client needs. Previously, she was chief compliance officer at R.G. Hurley & Associates.

She has held numerous leadership positions with the Financial Planning Association of New Jersey, including chairperson, president and director of major conferences. She has presented on numerous topics, such as financial and retirement planning, and women and finance.

Diane has a bachelor’s degree in finance from Montclair State University. Outside of work, she enjoys yoga, hiking, spending time outdoors and reading.

Check out Diane DeOliveira on BrokerCheck

Designation

• CERTIFIED FINANCIAL PLANNER™, AIF®, CRPS®

Licenses

• FINRA Series 7, FINRA Series 63, New Jersey Life and Health Insurance

Honors and Awards

• 2019 recipient of the Heart of Financial Planning Award from the Financial Planning Association of New Jersey

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.