Diane Pearson (CDFA, CFP®)

Diane Pearson focuses in the
following client markets or areas of practice:

College/Education Planning

Divorce Planning

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Planning Specialties

Diane's areas of concentration include all aspects of financial planning. She specializes in educating women in transition including divorce, death and retirement planning.

Visit https://pearsonfinancialplanning.com/ to learn more.

Additional Information

Diane M. Pearson, CFP™, PPC™, CDFA™ is an Advisor with Pearson Financial Planning. She has over 30-years of experience in the financial advisory profession. Diane specializes in working with women who are going through transition, such as divorce, death, retirement, inheritance, or a career change.

As a Certified Financial Planner® (CFP®) professional, Diane has made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means she is required to put her clients’ best interests first.

As a Certified Divorce Financial Analyst® (CDFA®), she is qualified to serve as a financial expert on divorce cases, present data to support an argument, and educate clients on the short- and long-term financial implications of different divorce settlement proposals. Diane can assist divorcées by identifying and valuing the marital assets and liabilities as well as exploring creative solutions and options for distribution of the marital assets.

Diane is one of the first financial advisors in the country to earn the Professional Plan Consultants™ (PPC™) designation, recognizing her commitment to education and service excellence in the qualified retirement planning industry and helping clients understand the ERISA requirements for employer-sponsored retirement plans and their ability to carry out plan services with a fiduciary standard of care.