Broker Check

Diana Avery, CFP(R)
Financial and Retirement Planner 

How it All Started:

Diana Avery is a CERTIFIED FINANCIAL PLANNER(tm) 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 know she is able to help fill a void and teach clients how to understand their own financial situation and their "why" to being better stewards with 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(R) certification from the CFP Board and has obtained numerous financial licenses including the Series 7,6 and 63, as well as her insurance licenses.  She is also a Registered Investment Advisor and a member of the Financial Planning Association.

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 and also serves with the HBCU Alumni Alliance.

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 nephews 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 theater.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, can help people better prepare for the future.  We feel a commitment to our community and also partner with The Financial Awareness Association, a 501(c)(3) dedicated to improving financial literacy.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.