CFP®, PPC®, CDFA®
Legend Financial Advisors, Inc.
Fee Only Financial Planner Located in Pittsburgh, PA and Serving Clients Nationwide
Diane Pearson is a Pittsburgh, PA fee-only financial planner. Legend Financial Advisors provides comprehensive and objective financial planning to help clients 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 Pearson, CFP®, PPC™, CDFA™ is a Wealth Advisor and Shareholder with Legend Financial Advisors, Inc.® (Legend) and EmergingWealth Investment Management, Inc. Ms. Pearson has been with Legend since its inception in January, 1994. She has over 25 years of experience in the financial advisory profession. Diane has been selected three times by Worth magazine as one of “The Top 250 Wealth Advisors” in the country. Diane has also been selected seven consecutive times by Medical Economics magazine as one of “The 150 Best Financial Advisors for Doctors in America” and five times by Dental Products Report as one of “The Best Financial Advisors for Dentists in America”. Diane has also been previously selected by Pittsburgh Magazine four times as one of the Pittsburgh area’s FIVE STAR Wealth Managers, a list that represents the most elite financial advisors in Pittsburgh. Diane is one of the first financial advisors in the country to earn the Professional Plan Consultants™ (PPC™) designation, recognizing her commitment to education and service excellence in the qualified retirement plan industry. Diane was also selected by Celebrate & Share for the “Women of Achievement” award which recognizes women who show excellence in their fields, significant contributions to the betterment of their communities, and outstanding accomplishments for the advancement of women.
Ms. Pearson has also 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 is experienced at helping individuals as they navigate the financial complexities of divorce. Diane is also a managing member of the Smart Divorce Institute, LLC which provides professional, expert guidance, through educational workshops for men and women contemplating, experiencing, and/or emerging from divorce.
Diane assists all types of clients with their financial planning and investment needs. Diane has specialized expertise working with widowed, divorced and retirement-focused individuals. Diane is responsible for meeting with clients, researching client issues, preparing and presenting financial plans and updates and training staff associates in these areas. Her areas of concentration include investment management, estate planning, stock option exercise planning, insurance analysis, education planning and pre- and post-retirement distribution planning. Diane, in addition to chairing the firm’s financial planning committee, is a member of the investment committee. Additionally, her responsibilities include overseeing many of the firm’s financial planning day-to-day operations.
Diane Pearson 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
Legend Financial Advisors, Inc.® (Legend) is a Non-Commission, Fee-Only U.S. Securities and Exchange Commission registered investment advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend provides Wealth Advisory Services including Financial Planning and Investment Management strategies to affluent and wealthy individuals as well as business entities and non-profit organizations.
We recognize that along with financial success comes increased responsibilities and complexity. At Legend, we provide a holistic approach to managing all aspects of our clients’ financial situations. By doing so, we can examine the critical interdependencies among investments, income and estate taxes, providing income for retirement, daily expense management, as well as business counseling and philanthropic decision-making, if appropriate. We recognize that our clients’ unique financial needs and goals change over time, so we offer a spectrum of services. We can demonstrate the short-term as well as long-term benefits of smarter tax strategies and improved investment decisions. We will also show our clients how to securely transfer money to loved ones, establish a trust or foundation, or simply help them to manage their finances on a daily basis.
WHY LEGEND IS DIFFERENT
- Legend is compensated exclusively by client fees, known as a Non-Commission, Fee-Only firm. Legend is unlike fee-based advisors and brokerage firms who have numerous conflicts of interest due to the fact that they receive commissions.
- Members of Legend’s Financial Advisory Team have been selected by National Publications such as Worth, Medical Economics and Barron’s more than 50 times as “The Best Financial Advisors In America”.
- Legend and its advisors have chosen to be governed by the Fiduciary Standard of Law, unlike most advisory firms and all brokerage houses. Fiduciaries are required to work in their clients’ best interests.
- Legend designs dynamic, creative and personalized financial planning and investment solutions for its clients.
- Legend emphasizes low-cost investments where possible that are allocated and traded in a tax-efficient manner.
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
Diane Pearson 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.
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.
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.
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.
Contact Diane Pearson
5700 Corporate Drive
Pittsburgh, PA 15237-5829