Location: Parsippany, NJ
As president of Wealthspring Financial Partners, Diane leads all aspects of day-to-day operations and develops innovative solutions to meet client needs. She has expertise working with individuals, families and businesses to simplify the complex and empower clients to navigate life’s transitions.
Diane, along with two other partners, founded Wealthspring Financial Partners in 2021 to offer holistic financial planning to their clients – unifying wealth management and tax-optimized financial advice.
She believes in comprehensive wealth management that provides a systematic approach to address all relevant areas of personal finance, including investments, taxes, cash flow, insurance, retirement, estate planning and wealth preservation.
Diane has served as a wealth management advisor at Nisivoccia Wealth Advisors since 2014, and prior to that she was chief compliance officer at R.G. Hurley & Associates.
She has held numerous leadership positions with the Financial Planning Association of New Jersey, including chairperson, president and director of major conferences. She has presented on numerous topics, such as financial and retirement planning, and women and finance.
Diane has a bachelor’s degree in finance from Montclair State University. Outside of work, she enjoys yoga, hiking, spending time outdoors and reading.
Check out Diane DeOliveira on BrokerCheck
Designation
CERTIFIED FINANCIAL PLANNER™, AIF®, CRPS®
Licenses
FINRA Series 7, FINRA Series 63, New Jersey Life and Health Insurance
Honors and Awards
2019 recipient of the Heart of Financial Planning Award from the Financial Planning Association of New Jersey
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.