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Diane M. Pearson
Certified Financial Planner®
CFP®, CeFT
Pearson Financial Planning100 Amber Court, Wexford, PA 15090
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Women & Female Leaders
Major Milestones I Specialize In
Death in the Family
Early Retirement or Financial Independence
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
As a financial advisor and Certified Financial Planner™ (CFP®), our mission is to provide financial education and investment management to women so they can have the knowledge to make insightful decisions about their financial future. One of our goals is to provide options so our clients feel confident and empowered to make smart financial decisions. We specialize in working with widowed, divorced and retirement-focused women providing financial planning, investment management, and educational resources. A worthwhile financial plan takes collaboration between a client and their trusted advisor. Our philosophy is to partner with our clients and help them on their journey to financial freedom.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.