Diana Bacon (CFP®)
Diana Bacon focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- LGBT Couples and Families
- Tax Planning
- Women's Financial Planning Issues
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- LGBT Couples and Families
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Apella is driven to empower financial advisors to deliver high-quality, comprehensive financial plans to prospects and clients through shared resources and innovative financial technology. Apella advisors rely on an Evidence-Based approach rooted in decades of research, data, and best practices to build financial plans with their clients’ needs at the forefront. Using a flexible, four-step process, advisors walk clients through understanding goals, creating a plan, and developing a portfolio and then provide ongoing advice and monitoring.Additional Information
Apella is an employee-owned firm of financial advisors and specialists dedicated to delivering cutting-edge financial planning, investment solutions, and retirement plan solutions. With decades of experience, the team utilizes an independent, Evidence-Based thinking model based on academic research and comprehensive data to build customized portfolios and plans. The Apella team is committed to helping clients achieve their most significant financial goals.NAPFA Start Date
March 08, 2018
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identifying a potential advisor for their review and consideration. The appearance of an
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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
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