Diane Pearson

CFP®, CDFA®, CeFT®

Pearson Financial Planning

Financial Advisor

Contact Me

Diane Pearson

CFP®, CDFA®, CeFT®

Pearson Financial Planning

Financial Advisor

The secret of getting ahead is starting. Working with a fee-only, fiduciary, and independent financial advisor can help achieve your life goals. - Diane Pearson, CFP®, CDFA®, CeFT®

Contact Me

412-346-4655

Website

Fee-Only financial planner located in Wexford, PA, serving clients locally and across the country

Diane Pearson is a Wexford, PA fee-only financial planner with over 30+ years of experience, serving the Pittsburgh region and clients across the country virtually. Pearson Financial Planning provides financial planning and investment management to help women who are widowed, divorced and retirement-focused organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Diane Pearson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Diane M. Pearson, CFP®, CeFT®, CDFA®, has over 33 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 a spouse, loss of parents, sale of a business, job loss, relocation, inheritance, lottery, etc. The CeFT® is the industry’s first designation specifically geared toward financial change and transition.

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 and 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 with an associate degree in accounting and a bachelor’s degree in Management. She is married to Alex, has two sons, Alex (wife Barb) and David, and two Jack Russell Terriers, Sydney, and Fleury.

Diane is a member of the Financial Planning Association, National Association of Personal Financial Advisors, Garret Planning Network, and Financial Transitions Institute.

Ms. Pearson is a professional mentor with Robert Morris University Women’s Leadership and Mentorship Program (WLMP). She was a professional mentor for Strong Women, Strong Girls. Formerly, she played defense for a women's ice hockey league.

Diane Pearson 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.

Pearson Financial Planning's primary purpose is to help women going through transition - to educate and assist them in identifying and achieving their financial goals. 

Financial Education

There are many women who have not had access to the information that they need to help to be financially successful.  Pearson Financial Planning would like to be that resource.

Collaboration

We specialize in working with widowed, divorced and retirement-focused women.  A worthwhile financial plan takes collaboration between a client and their trusted advisor.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Medical Doctors
  • Sudden Money Situations
  • Novice Investors

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Diane Pearson is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Diane Pearson 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.

  • Garrett Planning Network - GPN
    Diane Pearson is a member of the Garrett Planning Network. Click here to learn more.

    Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

  • Financial Planning Association
    Diane Pearson 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.

  • Divorce Financial Analyst
    Diane Pearson is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

  • SuddenMoney
    Diane Pearson is a member of the Sudden Money® Institute and a Financial Transitionist®

    For over 15 years, the Sudden Money® Institute has been the nation's leader in the study and practice of Financial Transitions Planning. We've been helping individuals and families think through and move through major life events so that their experience of moving from what was to what will be is as healthy and enriching as possible.

  • Certified Financial Transitionist® (CeFT®)
    Diane Pearson is a Certified Financial Transitionist® (CeFT™)

    A Financial Transitionist® is a professional with an established career in the financial services industry who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them.

Contact Diane Pearson

412-346-4655

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Office Locations:

  • 100 Amber Ct
    Wexford, PA 15090-7102

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. Pearson Financial Planning may offer investment advisory services in the State of Pennsylvania and in other jurisdictions where exempted.

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