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
  • Retirement Planning & Distribution Rules
  • 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 an hourly rate for consultations and project-based financial planning. 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, cash flow analysis, college planning, 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 XY Planning Network, and the Financial Planning Association.

She lives in Ocala, FL with her husband, Jim, and their two Italian Greyhounds. On weekends she enjoys cycling, hiking, and gardening. During tax season, she is a volunteer with the Volunteer Income Tax Assistance (VITA) program offered through the United Way.

NAPFA Start Date

March 19, 2021

This Office

603 E. Fort King St. Ocala, FL 34471 Phone: (561) 933-9264