Diane L. Esser,  CFP<sup>&reg;</sup> - Financial Advisor

Diane L. Esser, CFP®

CPA, RICP®

Founder/Financial Planner

Direction Financial Management, LLC

W177 N9856 Rivercrest Dr, Ste 214
Germantown, WI 53022
FINANCIAL ADVISOR'S WEBSITE
(414) 333-3396

General

Diane Esser is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Direction Financial Management, LLC in Germantown, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - RICP®, ChFEBCSM, CEPS

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources