Diana Yates
CFP®
Yates Financial Planning
Financial Planner
Diana Yates
CFP®
Yates Financial Planning
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Diana Yates, CFP®
Fee-Only financial planner located in Delray Beach, FL, serving clients in South Florida and virtually across the country.
Diana Yates is a Delray Beach, FL fee-only financial planner. Yates Financial Planning provides holistic financial planning to help mid-career professionals, those preparing to retire, and those enjoying retirement organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Diana Yates is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Diana Yates, CFP® is the Founder of Yates Financial Planning located in Delray Beach, FL.
I work with clients from all walks of life to transform their personal finances into a source of peace, freedom, and happiness. So wherever you’re starting from in your financial understanding or wealth building, you’re welcome here. Why? I firmly believe everyone should have access to a financial planner who has their best interests in mind as they prepare for their futures.
Through our collaboration, I strive to create an open environment where your financial questions are welcomed, your concerns will be explored, and your vision will be imagined. My goal is to not only prepare a personalized plan with clear steps for you to take but to increase your financial knowledge along the way. My clients are those who seek an active role in their financial lives and are ready to be involved in building the futures they wish to see and the clarity they want to feel.
I’ve been helping clients with investments and retirement planning for over 25 years. As a CERTIFIED FINANCIAL PLANNER™ professional, I bring the knowledge and experience necessary to help you save money, plan ahead to be prepared for unexpected expenses, and avoid costly financial mistakes. I have experience with people close to me encountering financial loss due to an unexpected job loss, a debilitating stroke in their 40’s, navigating life with dementia, and more. I have learned that unexpected events can take a financial and emotional toll. Looking ahead, having a plan, and having someone you trust in the area of financial advice, can help provide a sense of control when life puts you in tough situations. I strive to be that go-to person for my clients.
My areas of expertise include investment planning, retirement planning, insurance/risk management planning, college planning, cash flow analysis, tax planning and estate planning. I am also available for financial reviews, a second opinion, and rebalancing as needed.
I hold a bachelor's degree in business administration from the University of California at Berkeley, and I am a member of NAPFA.
I live in Delray Beach with my husband, Jim, and we are the proud parents of two Italian Greyhounds.
Diana Yates is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Yates Financial Planning offers fee-only financial planning in Delray Beach and Virtually throughout Florida.
We work one-on-one with our clients to understand their stories and refine their personal finances. Our goal is to educate, advocate, and empower towards your peace of mind, freedom, and happiness.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Diana Yates is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Diana Yates 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.
-
Diana Yates is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
-
Diana Yates is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Diana Yates
Office Locations:
-
1615 S Congress Ave
#103
Delray Beach, FL 33445
