Diana G. Simpson,  CFP<sup>&reg;</sup> - Financial Advisor

Diana G. Simpson, CFP®

CDFA, MBA

Florida State University

2073 Autumn Ridge Way
Waverly, AL 36879
(334) 707-6956

General

Diana Simpson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Florida State University in Waverly, AL and the surrounding communities.

Financial Advisor Overview

I work with people who are interested in making the most out of their money during their peak earning years. Many of my clients come to me for a second opinion on their current investment strategies, retirement plans and options, or to get advice on how to help reduce their tax burden. My job is to do the analytical work on my client's individual situation so that I can provide sound financial advice that helps them make some of the most important, informed decisions of their lives.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources