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

Diane Sher, CFP®

CPA/PFS, AIF®

Owner

DSher Inc

740 Brittany Ln
Saint Louis, MO 63130-3636
(314) 952-3851 CONNECT WITH Diane
  • linkedin link

General

Diane Sher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at DSher Inc in Saint Louis, MO and the surrounding communities.

Financial Advisor Overview

Our corporate slogan -Shared Vision; Sound Advice - tells you much about us. 

Shared Vision is critical to your process.  So, we:

  • Take the time to listen, every time we meet

  • Gain an in-depth understanding of your unique hopes and dreams, as well as your concerns and needs

Sound Advice is necessary for your success.  We will

  • Employ a time-tested investment discipline

  • Implement strategies for diversification of your investments

  • Take the time to educate you about your options, so you can make informed decisions

When it comes time to manage your finances, our mantra is simple: "Do what's right for our clients". Therefore, we pledge to

  • Perform extensive research and maintain the technology needed to provide you confidential, timely and accurate information 24 hours a day
  • Be objective in product selection and have as our goal minimizing your expenses and your taxes
  • Communicate with you on a regular basis
  • Take the time to provide exemplary service that will hopefully exceed your expectations

With more than a quarter century of service, we are dedicated to understanding and sharing your vision and committed to our goal of delivering sound financial advice.

More

Financial Advisor Experience

President, The Sher Group
2003 – Present
Other Financial Services Experience
Principal, Moneta Group Investment Advisors, Inc., a Registered Investment Advisor (RIA)

Practiced as one of 25 Sole Proprietors within top five largest independent financial planning firms in the country based on assets under management
1986 – 2003

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: AZ, GA, KS, MO, NJ, NY, OR
  • Health/disability insurance: AZ, GA, KS, MO, NJ, NY, OR
  • Fixed annuities: AZ, GA, KS, MO, NJ, NY, OR

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Long-term Care, Women's Finances

More

Helpful Financial Planning Resources