DIANE PEARSON, CFP®, PPC™, CDFA™
Diane Pearson, CFP®, PPC™, CDFA™ is a Personal Chief Financial Officer (Personal CFO) 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 20 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 four times by Medical Economics magazine as one of “The 150 Best Financial Advisors for Doctors in America” and once by Dental Practice Report as one of “The Best Financial Advisors for Dentists in America”. Diane has also been previously selected by Pittsburgh Magazine three 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.
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 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.
Ms. Pearson graduated from Robert Morris University with a Bachelor of Science degree in Management and an Associate degree in Accounting.
Diane is an active member of the Financial Planning Association (FPA) and is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA), the nation’s largest fee-only professional organization. Ms. Pearson is also a member of the second Pittsburgh chapter of the Women’s Presidents Organization (WPO). Members of the WPO are women presidents of highly successful companies who take part in professionally-facilitated peer advisory groups in order to accelerate the growth of their businesses. She is a former member of The National Association of Women Business Owners (NAWBO), where she served as the Finance Director and Treasurer for the Pittsburgh Chapter. She has also been selected twice as the Pittsburgh Chapter of NAWBO’s “Woman Business Owner of the Year.” In 2007, she was honored by NAWBO as the "Woman Business Professional Associate of the Year." In 2005, Diane was named as one of the Pittsburgh Business Times' Fast Trackers 2005 for her impact on the business and social climate within the Pittsburgh region. Diane was also selected as one of "Pennsylvania's Best 50 Women in Business" in 2006 by The Pennsylvania Department of Community and Economic Development.
Diane has been selected to assist the CFP® Board’s Board of Examiners reviewing various test questions for the CFP® Certification Examination offered by the Certified Financial Plannerä Board of Standards, Inc. Furthermore, she is a member of the TD Ameritrade Advisory Panel. Diane is also a member of the Coro Center for Civic Leadership where she served on the Advisory Committee as a Selection Committee Reader for their Women in Leadership Program. At Coro, she has also assisted in developing a mentoring plan for women in the Pittsburgh region. Ms. Pearson was one of the first advisors in the Tri-State/Western Pennsylvania area who successfully completed the testing requirements to be a Registered 529 Plan Consultant through the www.savingforcollege.com Web site.
Ms. Pearson has developed and presented a number of educational programs for organizations such as the Allegheny County Medical Society, the American Association of Individual Investors (AAII), outplacement firms, rotary clubs, and various corporations on a variety of financial topics including: retirement planning, funding retirement plans, as well as retirement plan distribution planning, starting a savings plan, and Roth IRA conversions. Diane has also hosted a roundtable discussion for Chatham College’s MBA program on the topic of “How to Find the Right Financial Advisor”.
Ms. Pearson has been quoted in the Wall Street Journal, Money magazine, Kiplinger's Personal Finance, Kiplinger's Retirement Report, Family Money, Financial Planning magazine, Individual Investor magazine, Institutional Investor magazine, Investment Advisor magazine, Investment News, Physicians Personal Advisory, Pittsburgh Post-Gazette, Pittsburgh Business Times, Worth magazine and on Bloomberg’s, CNN’s, and MorningstarAdvisor.com’s Web sites. She has also been a guest columnist for WomensWallStreet.com. Her articles address financial planning and investing issues most important to women. Ms. Pearson has also authored a landmark article entitled “Pre-59½ Distributions—Careful Analysis Is Required”, regarding retirement distribution planning. She has been a guest speaker on various radio and Web site broadcasts including CBS Radio, E*Trade On-Air, and “The Wealth Advisor” Show on WALE radio. She has also been a featured guest on KDKA’s “The Sunday Business Page” and PCNC’s “NightTalk” television programs. Diane is a frequent guest featured on “The American Entrepreneur” Radio Show (WMNY 1360 AM) and www.taeradio.com, and for “Women Mean Business” presented by The American Entrepreneur” discussing headlines in the region about issues impacting women in business. Ms. Pearson was a guest columnist for the Pittsburgh Tribune Review’s business page, writing articles on a variety of topics in the retirement planning area.