Diana Yates, CFP®

Diana Yates has been helping clients with investments and retirement planning for over 25 years.  She is a fee-only CERTIFIED FINANCIAL PLANNER™ who works with clients in all life stages and helps them align their financial resources with their priorities.

Diana has helped many clients save money, plan ahead to be prepared for unexpected expenses, and avoid costly financial mistakes.  She meets with clients, listens to their needs and concerns, then prepares a personalized plan with steps to take.  She believes in educating clients along the way and helps them understand why one strategy is more beneficial for their specific situation than another.

Diana believes everyone can benefit from financial planning.  She has experience with people close to her that have encountered financial loss due to an unexpected job loss, a debilitating stroke in their 40s, early onset dementia, and more.  She has learned that unexpected events can take a financial and emotional toll.  Looking ahead, having a plan, and having someone you trust in the area of financial advice, can help provide a sense of control when life puts you in tough situations.

Diana is a fee-only, fiduciary financial planner.  She has expertise in investment planning, retirement planning, college planning, cash flow analysis, tax planning and estate planning.  She holds a Bachelor’s degree in Business Administration from the University of California and is a member of the Financial Planning Association. Diana lives in Delray Beach with her husband, Jim, and they are the proud parents of two Italian Greyhounds.

Ready to get started? We have multiple ways to work with you, in person, online, or on the phone. But if for some reason meeting at your home or office makes the most sense- please let us know when you Schedule An Appointment.

Phone 772-320-5511