About Diane Pearson | Certified Financial Planner
Diane M. Pearson, CFP®, CeFT®, CDFA®
Financial Advisor
DIane@pearsonfinancialplanning.com
Diane M. Pearson, CFP®, CeFT®, CDFA®, has over 35 years of experience in the financial advisory profession. She has specialized expertise working with widowed, divorced and retirement-focused individuals.
The Certified Financial Planner™ (CFP®) certification is the standard of excellence in financial planning. As a CFP® professional, Diane must meet rigorous education, training, and ethical standards. She is committed to serving her clients' best interests and acts as a fiduciary. Diane collaborates with her clients to create long-term plans to help them meet their financial goals.
Diane obtained her Certified Financial Transitionist (CeFT®) designation to assist clients navigating through major life events and the financial transitions that accompany them. Transition refers to how an individual experiences events like separation/divorce, retirement, loss of spouse, loss of parents, sale of business, job loss, relocation, inheritance, lottery, etc. Transitions are important life pivot points which begin with an end and typically take longer than expected. They are often a time of confusion and always a time of opportunity. Transitions create an impact on client’s financials thus their ability to meet their goals. The CeFT® is the industry’s first designation specifically geared toward financial change and transition. The certification is offered by the Financial Transitionist Institute, which is the training and certification division of the Sudden Money Institute.
Ms. Pearson has been awarded the Certified Divorce Financial Analyst® (CDFA®) professional designation. As a CDFA®, she is qualified to serve as a financial expert on divorce cases, present data to support an argument, and educate clients on the short- and long-term financial implications of different divorce settlement proposals. Diane can assist divorcées by identifying asset allocation, valuing the marital assets and liabilities, as well as exploring creative solutions and options for distribution of the marital assets.
Diane graduated from Robert Morris University in 1983 with an Associate's degree in Accounting and in 1985 with a Bachelor’s degree in Management. She is on the Board of Advisors for the Finance Department in the RMU Rockwell School of Business.
She is married to Alex, has two sons, Alex and David, daughter-in-law Barb, grandson Simon, and two Jack Russell Terriers, Sydney and Fleury. Ms. Pearson is a professional mentor with Robert Morris University Women’s Leadership and Mentorship Program (WLMP). She is a member and on the leadership team for the Pittsburgh Chapter of 100 Women Who Care. She was a professional mentor for Strong Women, Strong Girls. She enjoys swimming, reading and playing the piano. She played defense for a women's ice hockey league from 2003 until 2013.
Click to download the NAPFA comprehensive Financial Advisor Questionnaire that Diane completed to learn more about her expertise.
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