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 estate planning, stock option exercise planning and pre- and post-retirement distribution planning. She also specializes in divorce planning, education planning, and general investment management for all clients.

Additional Information

Diane M. Pearson, CFP™, PPC™, CDFA™ is an Advisor and Shareholder with Legend Financial Advisors, Inc.® (Legend). Ms. Pearson has been with Legend since its inception in January, 1994. Diane has been selected three times by Worth magazine as one of “The Top Wealth Advisors” in the country. 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. Ms. Pearson has also been awarded the Certified Divorce Financial Analyst™ (CDFA™) professional designation where 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. We service clients all across the country. Our minimum fee for Investment Management services only is $8,750.00. For clients that utilize both Legend’s Investment Management and Personal Financial Planning services, our minimum fee is $10,000.00 annually.

NAPFA Start Date

November 08, 2001

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This Office

1107 Hylton Heights Rd. Manhattan, KS 66502-2821 Phone: (910) 333-6659

Other Offices

100 Amber Ct Wexford, PA 15090-7102 Phone: (412) 346-4655