Diane Bittner

Financial Specialist

Role
Financial Specialist at Lifetime Financial Growth
Location
Columbus, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Diane Bittner

I am dedicated to empowering individuals and businesses in the community with financial products and services designed to protect their assets, build wealth, and foster a deeper understanding of their financial lives.With a specialization in disability insurance, whole life insurance, investments, and financial services, I am passionate about helping clients achieve their financial goals. I am a skilled leader and communicator, holding a Bachelor of Applied Science (BASc) in Communication from the University of Cincinnati.My approach is rooted in creating personalized strategies that align with my clients\' unique needs and aspirations, ensuring their financial security for the future./COMPLIANCE:20••••31/

Experience

  1. Financial Specialist

    Lifetime Financial Growth

    Dec 2021 — Present · Columbus, OH, US

    I work with clients to educate and help them understand their goals, concerns, and current financial information. I develop and maintain a base of clients who value my input and guidance. I analyze information to create a plan with appropriate strategies, products and services. I then help them understand where they are today and where they can potentially be in the future making it their decision in the end.Diane Bittner is a Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 8425 Pulsar Place,#450; Columbus, OH 43240. Phone:(61••••••00. Securities products offered through PAS, member FINRA, SIPC. Diane is also a Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Lifetime Financial Growth is not an affiliate or subsidiary of PAS or Guardian. Lifetime Financial Growth is not registered in any state or with the U. S. Securities and Exchange Commission as a Registered Investment Advisor.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Education

  • University of Cincinnati

    Bachelor of Applied Science - BASc

    1992 — 1996

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Diane Bittner — Financial Specialist at Lifetime Financial Growth in Columbus, OH, US | Unifers