Lynn Diveley (CFP®)
Lynn Diveley focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
We help individuals manage and preserve their assets through sound investment management and financial planning advice. As a "fee only" planner our only compensation comes directly from our clients and not through the sale of products assuring them that all recommendations are unbiased. In addition, as a Registered Investment Advisor we are held to a Fiduciary Standard, so we must keep all clients interests first.
NAPFA Start Date
February 27, 2003