Broker Check
Kathi M. Diorio, CFP®, CWS®

Kathi M. Diorio, CFP®, CWS®

CERTIFIED FINANCIAL PLANNER™ Professional

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