Kathi M. Diorio, CFP®, CWS®

Professional Qualifications

• CERTIFIED FINANCIAL PLANNER™ Professional 1995
• Certified Wealth Strategist™, 2015
• BS, Financial Management, Clemson University 1985

Specialty Services

• Financial Counseling
• Retirement Planning
• Investments
• Access to Professional Portfolio Management
• Insurance Services
• Life & Long Term Care Insurance
• Annuities
• State Retirement Plans Counseling
• Pension Maximization Strategies

Memberships

• Financial Planning Association