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Diane M. Willis, CFP, CDFA

Founder and Owner

704-553-0690

704-831-5270

dwillis@wilfin.com

Diane M. Willis, CFP, CDFA, founded Wilshire Financial in January of 2005 with over 25 years of experience in the financial services industry. She earned the CERTIFIED FINANCIAL PLANNER™ designation in 1987. She further earned...

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