Diane  DeOliveira,  CFP<sup>&reg;</sup> - Financial Advisor

Diane DeOliveira, CFP®

AIF®, CRPS®

Managing Partner and Wealth Management Advisor

Wealthspring Financial Partners, LLC

115 Horeseneck Road, Suite 201
Montville, NJ 07045
FINANCIAL ADVISOR'S WEBSITE
(862) 350-2217

General

Diane DeOliveira is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Wealthspring Financial Partners, LLC in Montville, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Special Needs, Women's Finances

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