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Diane Verhalen, CLTC®LPL Financial Planner (502) 638-4846 |
Growing up with her family in Lexington, KY Diane Verhalen has always prided herself on being trustworthy, honest, knowledgeable and a person of good character. She feels that these characteristics make her clients feel more at ease and secure in knowing that she is helping them protect their families and their assets.
As an LPL Financial Planner located at Kentucky Planning Partners, Diane brings with her an array of knowledge and experience. Prior to joining Kentucky Planning Partners, Diane worked as a Financial Advisor with AXA Advisors.
A graduate from the University of Kentucky, Diane received her Bachelor of Arts degree in Finance and her Bachelor of Science Degree in Accounting. She holds her Securities Licenses Series 7 and 66 with LPL Financial and also maintains her Life and Health licenses in Kentucky. She is Vice-President of the Board for the Greater Louisville Young University of Kentucky Alumni Association, Committee member for NAIFA and a volunteer of Big Brothers Big Sisters.
Diane offers personalized service, objective recommendations and informative responses for any questions or concerns that her clients may have. Diane focuses her practice on: Retirement Planning, Risk Management, Wealth Accumulation Strategies and Financial Planning.
Diane resides in Louisville, KY with her dog, Bella. When not working, Diane enjoys playing golf and traveling.
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