Diana Linn | Boston, MA Financial Planner | Adviser Investments
Diana Linn
Account Executive, Financial Planner
617.321.2200 Schedule a Meeting
617.321.2200

Diana Linn

Account Executive, Financial Planner


Background Experience

As an account executive and financial planner, Diana is responsible for maintaining client relationships, recommending suitable investment strategies and developing tailored financial plans. Prior to joining Adviser Investments in 2016, Diana worked on the client service teams at Income Research + Management and Windhaven Investments. She graduated from Virginia Tech with a B.S. in biology and chemistry, she has been a CERTIFIED FINANCIAL PLANNER™ professional since 2020 and earned her Certified Divorce Financial Analyst (CDFA®) in 2021. Diana is an avid runner and teaches group fitness classes in her spare time.

Certifications

CFP®, CDFA®

The Best Financial Advice I Ever Received

Pay yourself first. Set aside a portion of each paycheck—no matter how small—and save it. Not only does this form good habits and ward off temptation of unspent money burning a hole in your pocket, but you will be surprised at how quickly that money accumulates!

Call: 617-321-2200
Address

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Divorce Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization

Diana's Insights

View All

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.