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

Diana G. Simpson, CFP®

MBA, PhD

Faculty

Florida State University

4950 Collegiate Dr
Panama City, FL 32401
(334) 707-6956 CONNECT WITH Diana
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General

Diana Simpson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Florida State University in Panama City, FL and the surrounding communities.

Financial Advisor Overview

I provide financial planning consulting to individuals and small businesses. I do not sell products. My services include tax minimization strategies, estate planning, small business planning, asset allocation, college and retirement planning, insurance review, and financial therapy.

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Financial Advisor Experience

20+ years of experience in comprehensive financial planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: LA,TX
  • Health/disability insurance: LA,TX
  • Property/casualty
  • Fixed annuities: LA,TX
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources