About

About

Diana B. Kahn is a fee-only, independent Certified Financial Planner ™ who has been practicing since 1997.


She is licensed by the CFP® Board of Examiners and is committed to a strict code of ethics. She is also a Registered Investment Advisor with the state of Florida.


Ms. Kahn began her financial planning career with the prestigious wealth management firm Evensky & Katz of Coral Gables, Florida.


She has been featured and quoted widely in the media for her innovative approach to making financial planning accessible to all people, regardless of the size of their financial portfolios.


Ms. Kahn is a graduate of the University of Michigan and earned an MBA from George Washington University before receiving her CFP® professional designation from the College for Financial Planning.


“My family and my community are extremely important to me. I just want to make sure everyone I care about is going to be okay.”

— Diana, in the orange skirt
   Photo from Shirley's 100th birthday

Ask Me Anything

Who is the best pediatrician in town for my soon-to-be grandson?

Which Broadway shows in New York City are appropriate for international theater-goers?

Which European country would be a great vacation destination for someone with mobility limitations?


Diana is here to answer them all, even the questions that are not related to your financial well-being.

Ask Away!
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