How it All Started:
Diana Avery is a Certified Financial Planner™ and founder of Avery Financial Services (AFS) and has been in the financial services industry since 1997. She spent her first 10 years on Wall Street breaking in with the firms Dean Witter Reynolds and Paine Webber. From Wall Street, Diana moved to Atlanta and had a successful career working in the 403(b) Education and Healthcare markets.
After starting AFS, Diana remained passionate and committed to a foundational approach to planning processes that pursue successful financial futures and retirements. Early on she identified a select group of clients with whom AFS was most philosophically aligned. This focus on “fit” continues to this day and allows Diana to provide process-based planning and solutions primarily to clients that are professionals between the ages of 45 and 55 who are engaged in their own journeys and serious about planning for a successful future. Additionally, Diana serves individuals looking to retire in 5 years or less.
Diana also serves as an Educational Financial Planning consultant providing workshops, seminars and webinars on How Money Works, Financial Planning for Millennials and others who are looking to expand their financial literacy and investment knowledge. She is an Ambassador with The Financial Awareness Foundation a 501©(3) dedicated to Improving Financial Literacy.
Since founding Avery Financial Services, Diana offers an Internship program for College students that are interested in pursuing a career in Financial Planning. She also serves as a Mentor to college seniors to help them pursue a career in Financial Planning. She also serves passionately with her Community and The Friends of Fairburn to provide Financial Planning.
Continued education, knowledge and experience provide ongoing momentum for Diana’s clients as they pursue their unique financial futures. Maintaining the “long view” and encouraging her clients to do the same, she provides a sense of consistency and stability, keeping goals and plans in place as the lives of her clients unfold and their needs evolve.
Diana graduated from Virginia Union University with a BS in Business Administration. She went on to receive her CFP® certification from the CFP. She is actively involved with her Alma Mater and is a member of the Association of African American Financial Advisors. Additionally, Diana works with HBCU’s to help provide more awareness around Financial Planning to the next generation.
Happily married to her wonderful husband, Mario, they are active members in their Church, World Changers Church International in College Park, GA. Diana is active with The Association of African American Advisors and serves on the membership committee. She is also active in her community and serve on The Friends of the Fairburn Library Board as their President.
In her spare time, Diana enjoys gardening and learning how to prepare and cook healthy meals, entertaining guests who get to enjoy the new dishes.
Diana Avery is a CERTIFIED FINANCIAL PLANNER™ 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.