Diane Pearson (CDFA, CFP®)
Diane Pearson focuses in the
following client markets or areas of practice:
- College/Education Planning
- Divorce Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- College/Education Planning
- Divorce Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
Planning Specialties
Diane's areas of concentration include all aspects of financial planning. She specializes in educating women in transition including divorce, death and retirement planning.
Visit https://pearsonfinancialplanning.com/ to learn more.
Additional Information
Diane M. Pearson, CFP™, PPC™, CDFA™ is an Advisor with Pearson Financial Planning. She has over 30-years of experience in the financial advisory profession. Diane specializes in working with women who are going through transition, such as divorce, death, retirement, inheritance, or a career change.
As a Certified Financial Planner® (CFP®) professional, Diane has made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means she is required to put her clients’ best interests first.
As a Certified Divorce Financial Analyst® (CDFA®), she is qualified to serve as a financial expert on divorce cases, present data to support an argument, and educate clients on the short- and long-term financial implications of different divorce settlement proposals. Diane can assist divorcées by identifying and valuing the marital assets and liabilities as well as exploring creative solutions and options for distribution of the marital assets.
Diane is one of the first financial advisors in the country to earn the Professional Plan Consultants™ (PPC™) designation, recognizing her commitment to education and service excellence in the qualified retirement planning industry and helping clients understand the ERISA requirements for employer-sponsored retirement plans and their ability to carry out plan services with a fiduciary standard of care.
NAPFA Start Date
November 08, 2001
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.