B Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley has been reappointed to the CNBC Financial Advisor Council for a third term. The CNBC Financial Advisor Council was started in 2013 to help investors better understand the complicated financial landscape and receive long-term financial advice. Members of the Council offer a vast diversity of experience and insight. They provide straight-talking, informative content through guest columns on CNBC.com (fa.cnbc.com) and on-air appearances on CNBC that make investment terms and strategies easier to understand.
Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL. Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com.