Diane Esser (CFP®, CPA®, RICP®)

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

  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Diane L. Esser is the founder of Direction Financial Management, LLC.  She founded the firm because she enjoys working closely with clients, especially women, to educate them on all aspects of their financial lives.   Diane’s approach is to add value to and enrich her clients’ lives without the pressure of selling any products.  As a member of the Garrett Planning Network, a nationwide network of professional, Fee-Only financial advisors, Diane is dedicated to providing competent, objective financial advice to everyone because she believes professional financial advice should be accessible to all.

Ms. Esser is a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA).  She earned a Bachelor of Business Administration with a major in Accounting from UW-Milwaukee and she earned a Masters of Business Administration from University of Phoenix in Waukesha, WI.  Since 2000 she’s been assisting clients as a tax advisor in the public accounting industry, a

Additional Information

At Direction Financial Management, we are not your typical advisers.  We add a fresh perspective by planning for what matters most – to you.  By focusing on your life goals and income, rather than assets and investment products, we design recommendations tailored to your specific situation.  We want you to understand your current financial situation and how our recommendations will  help you achieve your goals.  There are no minimum requirements for net worth, income or investment account balances. We work with everyone.

NAPFA Start Date

February 12, 2013

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This Office

W177N9856 Rivercrest Dr Ste 214 Germantown, WI 53022-6420 Phone: (414) 333-3396