Our Mission and Vision 

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tp@lassuswherley.com
 

       
Identity Theft Revisited

 by Diahann W. Lassus, CFP®, CPA

 
 

 

Click on the question to read the answer.

 

   
Women's Fund Gala  
Diahann Lassus was honored as Woman of Influence in Finance by Women's Fund of NJ at their annual Fall Gala on November 15, 2007.
 
   
Photo of Diahann at the Women's Fund Gala  
   

Two of our financial professionals have authored articles for the 2007 Financial Resource Guide  of Garden State Woman publication. Read on...

Fundamentals of Fiscal Fitness

by Clare E. Wherley, CPA, CFP®

 

Selecting the Right Financial Advisor

by Diahann W. Lassus, CFP®, CPA/PFS

Diahann was re-elected to the Board of Directors of National Advisors Trust Company.

 

Deborah Rivosa joins Lassus Wherley as Director of Business Development ...

 

 

The CPA Wealth Provider magazine names Lassus Wherley one of the five winners of their Fifth Annual Financial Planning Award.

LW NewsNotes (2008)
 
A growing LW Team, Client Survey Results, Diahann's letter as NAPFA Chair of Industry Issues, and more...
 
 

 

Diahann W. Lassus makes her mark in the "Top 150 Advisors For Doctors" list of Medical Economics. Read the NAPFA Press Release here.

 

 

   
   
 

Main Office: Branch Office:
 
1 Academy Street
New Providence, NJ 07974
(908) 464-0102
3333 Renaissance Blvd, Suite 207
Bonita Springs, FL 34134
(239) 495-1520