Diane M. Willis,  CFP<sup>&reg;</sup> - Financial Advisor

Diane M. Willis, CFP®

CDFA

Financial Advisor

Wilshire Financial

13850 Ballantyne Corporate Pl, Ste 500
Charlotte, NC 28277
FINANCIAL ADVISOR'S WEBSITE
(704) 553-0690

General

Diane Willis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wilshire Financial in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst

Insurance Licenses

  • Life insurance: NC, SC
  • Fixed annuities: NC, SC
  • Variable annuities: NC, SC

Broker-Dealer Affiliation

Lincoln Financial Advisors

Broker-Dealer Disclaimer

Securities offered through representatives of Lincoln Financial Securities, member SIPC. Lincoln Financial Securities and Wilshire Financial are not affiliated. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your personal legal or tax professional regarding your individual circumstances. *Not practicing Divorce Planning on behalf of Lincoln Financial Securities.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Women's Finances

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