Key experience: A licensed advisor since 1994, Diana has her Series 65 license as well as for Life and Health Insurance, Diana helps her clients develop financial plans that evolve over time. Her daughter Victoria’s path as an entrepreneur has given Diana insight into the financial challenges they often face.
Key message to clients: I have built my business through referrals, which I regard as the greatest compliment I can receive.”
Hobbies: Diana has dedicated herself to a number of charities including the Komen Breast Cancer 3-Day Walk, the Avon walk, she has hustled up the Hancock and Repelled down the Wit Hotel for respiratory health. Currently she is focused on charities that provide clean water to third-world countries
Diana can be reached at:
email@example.com and at 708‐695‐5850
Our skilled professionals have years of experience providing accounting services to gyms and fitness clubs, so we are intimately familiar with your day-to-day operations and accounting and tax requirements. We want to help you...read more
We are experienced in providing businesses in the transportation and trucking industry with the financial advice and quality accounting services required to reach their goals. Our professional team has...read more
Our firm is committed to helping you achieve financial success within your psychiatric practice. Our skilled professionals have years of experience in providing tax, accounting and payroll services to health and wellness practitioners. Our trained staff understands...read more
Dear 4Wealth Financial Group clients,
In response to the COVID-19 pandemic, we are taking some extra precautions and we will no longer have clients in our office. We have been monitoring developments closely and are following all recommendations of the World Health Organization and the Centers for Disease Control and Prevention. We understand that everyone is concerned...
The idea of leaving steady employment behind in pursuit of starting your own business might be intoxicating, but do your homework first. Ask yourself these basic questions right now:
Once you have a...
The Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor states, “In 2014, 30 percent of private industry workers with access to a defined contribution plan (such as a 401(k) plan) did not...