Diane Deoliveira

Wealth Management Advisor @Nisivoccia Wealth Advisors Llc

Caldwell, NJ, US
MOBILE NUMBERS
+12•••••••23

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WORK HISTORY

Aug 2014 — Present

Wealth Management Advisor @Nisivoccia Wealth Advisors Llc

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Mount Arlington, NJ, US

Our mission as trusted advisors is to clarify important financial goals, communicate reality and create an investment strategy to ensure our clients’ progress towards reaching those goals.

EDUCATION

N/A

Montclair State University

Bachelor's degree, Finance

SKILLS

Social Security PlanningLong Term Care InsuranceComprehensive Financial PlanningPortfolio ManagementEstate PlanningFinancial PlanningRetirement PlanningDisability InsuranceAsset AllocationLife InsuranceEducation FundingWealth Management

ABOUT DIANE DEOLIVEIRA

My practice is focused on building long-term relationships with individuals, families and small businesses, supporting them through the financial transitions that tend to go along with life. I help my clients manage and grow their wealth, achieve their financial independence and protect their economic security. I\'m passionate about the difference financial life planning can make in people\'s lives. I\'m steadfastly committed to providing truly objective and sensible advice that is acutely focused on helping my clients improve the quality of their lives through the attainment of their financial goals.Our headquarters are located at: 191 Woodport Road, Suite 208H, Spart NJ 07871. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

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