Diahann W. Lassus, Clare E. Wherley, Jodi A. Cirignano, Patricia Daquila, Cynthia Fusillo, Lisa McKnight, Charles Pawlik, Betty S. Thomas, and Laurie Wolfe are 2017 Five Star Professional award winners. The list of Five Star Professionals in New Jersey was published in the January issue of New Jersey Monthly and on www.fivestarprofessional.com.
Award candidates are identified by one of three sources: firm nomination, peer nomination or prequalification based on industry standing. Self-nominations are not accepted. New Jersey award candidates were identified using internal and external research data. Candidates do not pay a fee to be considered or placed on the final list of Five Star Professionals.
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.