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Diane M. Willis, CFP, CDFA

Diane M. Willis, CFP, CDFA

Founder and Owner

Diane M. Willis, CFP, CDFA, founded Wilshire Financial in January of 2005 with over 25 years of experience in the financial services industry. She became a CERTIFIED FINANCIAL PLANNER™ in Charlotte in 1987.  She further earned the Certified Divorce Financial Analyst (CDFA) designation in 2003.

 

Diane is Past President of the Financial Planning Association (FPA), Charlotte Chapter.  She was quoted in their FPA's national publication, Journal of Financial Planning and The Charlotte Observer. She is also a member of the Institute for Divorce Financial Analysts, the North Carolina Association of Professional Family Mediators, and past Treasurer of the Mecklenburg County Collaborative Family Law Group.

 

A certified financial planner and frequent speaker, she taught a two-hour course on ethics to over 100 FPA members. She also spoke on the topic of Financial Settlements in Divorce to FPA members and CPAs and attorneys at a class for the National Business Institute. She delivered planning workshops to members of the International Association of Ophthalmologists at their annual convention. She has been a speaker at medical and dental conventions, study groups, dinner meetings, and auxiliaries.

 

Diane's financial experience includes a well-diversified, comprehensive financial planning, divorce analysis, and projections, as well as investment management services in Charlotte. She has personally delivered fee-for-service comprehensive financial plans and passive investment strategies to over 800 medical and dental practitioners, and hundreds of other professionals and individuals from all walks of life.  At one time she developed, managed, and was the sole financial advisor for two successful branch offices, in Lansing, Michigan and Charlotte, North Carolina.

 

Diane established a separate business for divorce settlement analysis, Wilshire Divorce, in 2003.  Wilshire Divorce is unaffiliated with Lincoln Financial Services.  She recognized a need for objective advice and financial projections for people going through the trying times of divorce. This results in more realistic and thorough proposals for alimony, child support, and property settlement. Clients then come away with a view of their financial possibilities, which empowers them to make informed decisions for themselves and their children.

 

Diane is an experienced certified financial planner committed to providing financial guidance through financial empowerment.