Diana Avery is a Certified Financial PlannerTM and the owner of Avery Financial Services. She is a financial and wealth advisor and has been in the financial industry since 1997. She started her career on Wall Street working with the late firms of Dean Witter Reynolds and Paine Webber investments. She later relocated to the Atlanta, Georgia, area where she serviced the 403(b) market working with educators, and employees on college campuses and in the healthcare markets.
Diana is passionate about financial planning and wealth building. She believes these are areas that aren’t always addressed properly with clients. She knows she is able to help fill a void and teach clients how to understand their own financial situation and be better stewards of their money. She thinks long term and wants to educate her clients to think the same way, especially so they don’t have to feel stressed about their financial future. Her goal is to go above and beyond with excellent service to clients now and in the future.
Diana received her CFP® certification from the CFP Board. She holds her Series 7, 6 and 63 licenses, as well as her insurance licenses. She is also a member of the Financial Planning Association and World Changers Finance Ministry.
She graduated from Virginia Union University with a BS degree in Business Administration. She also received a Certificate for Advanced Financial Planning from Oglethorpe University. She serves as Chaplin on the Atlanta Alumni Board of her alma mater.
She is happily married to her wonderful husband, Mario. They are active members in their church, World Changers Church International, in College Park, GA. Although Diana and Mario do not have any children, they feel fortunate to give back by mentoring several teenagers during different times and stages throughout their own lives. They also have a host of nieces and nephew they adore.
Diana loves learning how to cook healthy and culinary dishes and enjoys entertaining her guests to sample her cooking. She also enjoys traveling and the theatre.