Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > North Carolina > Charlotte > Diane M. Willis, CFP®, CDFA
Find the Certified Financial Planner™
Who's right for you.

Diane M. Willis, CFP®, CDFA

Wilshire Financial

13850 Ballantyne Corporate Pl
Ste 500
Charlotte, NC 28277
Phone: (704) 553-0690
Fax: (704) 553-0691

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Buying a Home
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: Divorce financial analysis performed on an hourly basis, no asset minimum required.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.