Diana Yates (CFP®)

Diana Yates focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Diana has over 25 years of experience in the financial services industry helping clients with investments and retirement planning. She works with clients in all life stages and helps them align their financial resources with their priorities. Her clients come from all walks of life. There are no minimum asset or income requirements to work with her. She enjoys educating clients and building long-term relationships.

As a Certified Financial Planner™ professional, Diana is a fiduciary and believes in providing objective advice that is in the best interest of her clients. Diana is a fee-only planner and charges by the hour for advice and financial planning services. To avoid conflicts of interest, she does not receive compensation from any other sources, does not sell products, or receive any commissions. Her areas of expertise include investment planning, retirement planning, college planning, cash flow analysis, tax planning and estate planning.

Additional Information

Diana graduated from the University of California at Berkeley and holds a Bachelor of Science degree in Business Administration. She is a member of the Garrett Planning Network, and the Financial Planning Association.

She lives in Delray Beach, FL with her husband, Jim, and their two Italian Greyhounds. On weekends she enjoys cycling or hiking, and volunteers in the Volunteer Income Tax Assistance (VITA) program offered by the United Way. She loves animals and also volunteers for Dezzy’s Second Chance Animal Rescue.

Diana offers a complimentary Get Acquainted meeting. You can click on the website link to schedule an appointment or send her a message from this page.

NAPFA Start Date

March 19, 2021

Submit
Submit

This Office

850 NW Federal Hwy Ste 150 Stuart, FL 34994-1019 Phone: (772) 320-5511

Other Offices

1500 Gateway Blvd Ste 220 Boynton Beach, FL 33426-7233 Phone: (772) 320-5511