Experience

Diane MacPhee is a CFP^® and a PCC (Professional Certified Coach). This combination of designations and formal training is rarely ever seen. Diane owned and operated her own fee only RIA for 16 years. She pivoted to launch her second entrepreneurial venture in 2007. Diane has been consulting hundreds of advisors for over a dozen years. 

Diane is acutely aware of the challenges advisors face having been in the trenches herself for sixteen years. She is not afraid to apply direct accountability yet her sense of humor makes the process fun. Diane is passionately invested in moving her clients forward to meaningful results. 

Diane has appeared on CNBC a number of times as well as Wall Street Week. Diane has been featured in Cosmopolitan, Consumer Reports, Ladies Home Journal, More and Fortune magazines.

Diane is a nationally recognized business coach. She has published dozens of practice management articles and held speaking engagements across the country at major conferences. Yet, she most enjoys what she learns from her client sessions. That experience is the most pure and useful of all to pass on to others.

On a personal note. Diane lives happily at the Jersey Shore with her spouse, no Golden Retriever …yet.

She enjoys outdoor biking, her Peloton, reading and the beach.

^{CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.}