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Diahann was honored by the Rothman Institute of Entrepreneurship on Tuesday, April 27th, 2010.


Clare has been named one of New Jersey's Best 50 Women in Business (2010) by NJBIZ.

On Saturday, May 30th, 2009, Clare was honored as a 2009 Woman of Achievement by the Business and Professional Women of New Jersey at Monmouth University in West Long Branch.

 

Diahann was selected as one of 50 Top Women in Wealth Management for 2010 by Wealth Manager Magazine.

Diahann W. Lassus recognized by NAPFA for outstanding contributions to the advancement of fee-only financial planning.

Pat Daquila answers question on Roth IRA income limit easement in the Star-Ledger on May 17, 2010.

My Virtual Safe service has been renamed to My Virtual Place.

 

 

 
 
You Can Avoid the Next "Madoff"


Working closely with an advisor can make all the difference.

by Diahann W. Lassus, CFP®, CPA/PFS. Published in New Jersey Business Magazine in December 2009.

a view from the top ...

Market commentaries on current events by Diahann W. Lasssus.

Issue 29, November 18, 2010: QE2 Is Not a Ship





Identity Theft Revisited

by Diahann W. Lassus, CFP®, CPA/PFS
 

 
   
 

 
 


















       
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