MBA, CFP®, CPA/PFS
â€‹Fee-Only wealth manager located in Bonita Springs, FL and New Providence, NJ
In 1985, Diahann Lassus co-founded Lassus Wherley, an investment management firm with offices in New Providence, New Jersey and Bonita Springs, Florida.
At Lassus Wherley, Diahann's responsibilites include direction of the investment department and oversight of the marketing and compliance functions.
Diahann worked for several AT&T organizations between 1977 and 1984, at one point overseeing annual sales of $140 million and managing 60 employees. In 1984, she was AT&T’s Field Operations Manager for the Special Project Olympic Operations in Los Angeles, creating in eight months the largest temporary telecommunications network in existence.
See Diahann Lassus's Full Biography including Noteworthy Achievements and Professional Affiliations.
Diahann Lassus is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
We are a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We assist individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations in identifying their needs, desires and goals.
At Lassus Wherley, we take the time to learn what is important to you, and what are your needs and wants. We are a Fee-Only advisor meaning we don’t sell products or receive commissions or other third party compensation. Our clients know our advice and guidance will be objective and motivated only by what is in their best interests. We only provide financial advice after obtaining a complete understanding of your circumstances. We analyze your unique situation and strive to educate you so that you will understand your financial choices. Operating with these principles helps us to assist you in building a more secure future. In the process we give you the peace of mind that comes from knowing you are dealing with people who understand and care about you. You’ll feel right at home in our New Providence, NJ location or our office in Bonita Springs, FL or working with us over longer distances. We work with clients in many states.
Our firm, led by Diahann W. Lassus and Clare E. Wherley, includes professionals who come to us from varied backgrounds and represent many age groups. This diversity allows us to draw on different resources, and it brings unique perspectives we know you will appreciate. We utilize a client-tested approach, with each professional contributing in his or her area of expertise. This means you will have access to our entire team’s capabilities instead of just one professional. Together everyone is inspired by a work ethic and environment that focuses on you.
We know how important a secure financial future is to you, and we earn your trust by helping you make sound financial decisions.
Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Diahann Lassus is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Diahann Lassus is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Diahann Lassus is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Diahann Lassus is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Diahann Lassus
3333 Renaissance Blvd.
Bonita Springs, FL 34134
1 Academy Street
New Providence, NJ 07974