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Diane DeOliveira, CFP®, AIF®, CRPS®

Diane DeOliveira, CFP®, AIF®, CRPS®

President and Wealth Management Advisor

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.

Diane is a member of the Forbes Finance Council, Financial Planning Association (FPA) of New Jersey and the Financial Services Institute. She has held numerous leadership positions with FPA, 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

Forbes Finance Council

Read articles authored by Diane, as an official Forbes Finance Council member:

Jan. 12, 2024
Prepare For Big Life Transitions One Step At A Time


Aug. 24, 2023
3 Ways To Build A Culture Of Work-Life Integration


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.