Diana Linn | Boston, MA Financial Planner | Adviser Investments
Diana Linn
Account Manager, Financial Planner
617.321.2200 Contact Diana
617.321.2200

Diana Linn

Account Manager, Financial Planner


Background Experience

Diana joined Adviser Investments in September of 2016. As an account manager and financial planner she is responsible for maintaining client relationships and working closely with portfolio executives to develop custom-tailored financial plans. Prior to joining Adviser Investments, Diana worked on the client service team at Income Research + Management and Windhaven Investments. She graduated from Virginia Tech with a B.S. in biology and chemistry, and earned her CERTIFIED FINANCIAL PLANNER™ designation in 2020. In her spare time, Diana enjoys teaching spinning and group fitness classes.

Certifications

CFP®

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 Well 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
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization

Diana's Insights

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