Dianne Fay

CFP®, ChFC®

As a Certified Financial Planner™ and Chartered Financial Consultant®, I’ve spent over 35 years helping individuals, families, and small businesses find peace of mind through personalized financial planning. My work includes everything from investment management and retirement strategies to insurance planning, tax optimization, and estate planning—all with a focus on what matters most to my clients: security, clarity, and confidence.

Helping people gives my work purpose. There’s nothing more fulfilling than knowing I’ve made someone’s life easier or more stable. Guiding a client through a tough decision or simply being a steady, trusted presence when things feel uncertain is why I love my work. As a fiduciary, I’m committed to acting in your best interest. It’s not just about managing money; it’s about helping you protect what you’ve built and creating a future you can feel confident about.