Diane Marie Pearson
DP
CFP
Diane Marie Pearson
DP
CFP

Diane Marie Pearson

27 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,214 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
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Diane Marie Pearson
DP
Diane Marie Pearson

Location

512 Poyntz Ave, Suite 120, Manhattan, KS, 66502

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Diane is part of the leadership team for 100 Women Who Care Pittsburgh, a charitable giving circle, and serves on the Board of Advisors for the Finance department at Robert Morris University. She is also a member of the Garrett Planning Network Alliance.

Employment History
Current Registrations
Cgn Advisors, LLC
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Emergingwealth Investment Management, INC.
October 2009 - May 2020 · 10 yrs 7 mos
Legend Financial Advisors INC
August 1998 - August 2019 · 21 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Additional Information

Diane M. Pearson, CFP™, PPC™, CDFA™ is an Advisor with Pearson Financial Planning. She has over 30-years of experience in the financial advisory profession.  Diane specializes in working with women who are going through transition, such as divorce, death, retirement, inheritance, or a career change.

Diane Marie Pearson
DP
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Diane Marie Pearson
Diane Marie Pearson - Financial Advisor | TrueAdvisor