Providing high-quality, impartial financial advice for a reasonable fee.
Experience
1999 to present: Managing Director, Fee-Only Planning Professionals, LLC. As a fee-only financial advisor, Diana specializes in retirement planning, tax reduction strategies, estate preservation, investment management and divorce settlement planning.
1993 to 1999: Personal Financial Advisor, American Express Financial Advisors.
Education and Training
Certified Divorce Financial Planner (CDFP), Institute for Certified Divorce Planners, 2003
Certified Financial Planner (CFP), College of Financial Planning, 1998
Master of Business Administration (MBA), University of Alabama at Birmingham, 1992
Bachelor of Arts, University of Florida, Gainesville, 1982
Professional Associations and Community Service
Member, Executive Committee, University of Alabama at Birmingham National Alumni Society, 2000 - present
Epilepsy Foundation of North Central Alabama, Member, Board of Directors, 2000 - present
Past President, Financial Planning Association, Alabama Chapter, 1999 - 2000
Past President, UAB MBA Alumni Association, 1999 - 2000
Junior Achievement of North Alabama, Applied Economics Business Consultant, 1992 - 2000
