Diana Longo, CFP® and CDFA® specializes in assisting clients with investment planning, protection of assets and retirement concerns. She serves as a CERTIFIED FINANCIAL PLANNER™ with 10+ years in the industry.
Diana completed her financial planning education at Fairleigh Dickinson University, NJ - Madison Campus. As a professional, she has the ability to ease her clients’ concerns by working with individuals to gather financial data and to create a life-style analysis. She assists with important budgets and evaluates financial matters so that clients understand the long-term effects of their financial decisions. She is a full-service Investment Advisor Representative with an in-depth knowledge of available products and client suitability.
In addition to her CFP® designation, Diana is a Certified Divorce Financial Analyst™ with specialized training in the areas of divorce and post-divorce services. Men and women alike are exhausted by the long journey to end their marriage, but there are many tasks left unfinished! Diana safeguards the future of her divorcee clients by creating actionable plans, providing sound advice and monitoring the progress of their settlements.
Diana truly believes that the client's interests come first. Her unique understanding creates a business model that is based on excellent service.
Away from work, Diana enjoys spending time with her family and has the reputation of being a dynamite cook. The prize of her household is a beautiful blue-eyed Birman who is appropriately named, "Bella."