Diane Finn began her financial planning career in 2006. She earned a bachelor’s degree at Buffalo State University in Business Administration and Accounting. She worked locally at a public accounting firm for 10 years before entering the financial planning field. She holds a Series 7, Series 63, Series 66 and NYS Life and Health license and is registered in several states across the country.
During her career at Equitable Advisors, she has worked in various areas of financial planning such as retirement planning strategies, investments, life insurance, professional money management, estate planning strategies, college funding and long-term care insurance. She currently works with many individuals, families, and business owners in the Buffalo area with helping clients plan for their goals relating to their retirement, insurance, investment needs and taxes.
Diane and her husband Patrick reside in Williamsville and outside her career they enjoy attending sporting events, boating and enjoy spending time with their 3 grandchildren.