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Patricia Daquila Completes CERTIFIED FINANCIAL PLANNER™ Certification Requirements

Patricia Daquila, MBA, CPA, CFP®

Patricia Daquila, MBA, CPA, CFP® and Senior Tax Advisor at Lassus Wherley has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Pat joined Lassus Wherley in 1997. As a Certified Public Accountant Pat focuses on the preparation of tax returns for individuals, and estates and trusts. Our firm encourages credentials such as CERTIFIED FINANCIAL PLANNER™ to enhance our advisors’ ability to meet the increasingly complex and broad-based needs of our clients.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.  CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.  CFP Board currently authorizes more than 76,000 individuals to use these marks in the United States.  For more about CFP Board, visit

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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




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New Providence

Local Top Cops, Government Officials Helping 'March for Meals' Program

March 19, 2018

SUMMIT, NJ - Elected and Law Enforcement officials along with volunteers are joining SAGE Eldercare this month as it participates in the 16th annual March for Meals – a month-long, nationwide partnership of local community organizations, businesses, government officials and caring individuals, who come together to ensure that homebound and ...

New Providence Coach Joins Hoops Clinic Mar. 25 to Benefit Family of Jenna Sullivan

SUMMIT, NJ - By all accounts, Jennifer 'Jenna' Sullivan lived an amazing life. Tragically, that life was far too short, as Sullivan passed away December 19, 2017, at the age of 45.

Sullivan lost a hard-fought battle with cancer and left behind an amazing legacy of her love of life and her caring for everyone she met. She was a leader in everything she ...

Union County Students to 'March for Our Lives' Saturday in Union

UNION, NJ – Students from all over Union County will be walking from Burnet Middle School to Town Hall on Saturday morning, March 24, in an anti-gun violence march.

Led by steering committee chairman Colin Sumner, the march, which has the support of Senator Joseph Cryan, Moms Demand Action, Union County Chapter, and the Union County Freeholders, is not aimed at taking away guns, but ...

2018 Gov. Livingston Highlander Softball Clinic Set for March 19

Come join and learn from the 2017 Union County Softball Champion Gov. Livingston coaches and varsity players on Monday, March 19, 2018 from 6:30 to 8 p.m.

Activities will include the following fastpitch softball skills:

Batting Techniques
Throwing Mechanics
Base Running

Who: Children grades 1-7 of any skill level or ability

Where: Gov. Livingston High School, 175 ...

Mount Carmel Breakfast with the Easter Bunny, Sunday, March 25

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The all you can eat buffet includes pancakes, eggs, bacon, sausage, bagels, donuts and muffins and a cash bar will serve Mimosas and Bloody ...

Register for Breakfast with the Easter Bunny at Mt. Carmel Hall in Berkeley Heights

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Children can have their picture taken with the Easter Bunny and receive a special gift from the Easter Bunny.

The buffet includes all you can eat pancakes, eggs, bacon, sausage, donuts, muffins, coffee, ...

Thank You From Mayor Al Morgan

March 16, 2018

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NPHS Student's Response to After School Walk-out Plan at NPHS

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A New Day for 529 Plans: Federal Tax Reforms Lead to New Possibilities for These Education Savings Accounts

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Do you have a 529 college savings plan? Have you thought about opening a 529 plan account? If the answer to either question is “yes,” you should know about two major changes that broaden the possibilities for 529 plans. They may give your family some new options. You may be able to pay K-12 tuition with 529 plan funds.

The legislation ...

Avon Loses Its Last ‘Grand’ Hotel to the Claw of an Excavator

March 17, 2018

AVON-BY-THE-SEA, NJ — In less than two days, an Avon-by-the-Sea landmark that stood for 130 years was reduced to a huge pile of rubble. The Norwood Inn no longer stands on the corner of Norwood and Second Avenues — the last of the stately hotels that once graced the streets of Avon.

As onlookers gathered around the demolition site on March 15 and March 16, an excavator clawed its ...

Upcoming Events


Mon, March 19, 8:00 AM

Providence Health and Fitness, New Providence

Barre Intensity

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Mon, March 19, 9:15 AM

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Aroma Flow Vinyasa

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Mon, March 19, 10:00 AM

Providence Health and Fitness, New Providence

Pilates Reformer

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Mon, March 19, 11:00 AM

Providence Health and Fitness, New Providence

Hatha Flow Yoga

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Mon, March 19, 7:00 PM

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Alignment Based Vinyasa

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Mon, March 19, 7:00 PM

Cranford Community Center, Cranford

Agents of Change: Women in NJ History


You Want a Check for How Much!

 My first admissions gig was working for a small liberal arts college with a pretty hefty price tag.  Picture me at a college fair: name tag in place, pile of brochures ready to go.  An eager family would walk up and we’d start a conversation.  One of the first questions I’d get from parents was about cost and the moment that $50,000-plus figure left my mouth I ...

New Providence Annual Paca Club St. Patrick's Day Extravaganza

Mayor Al Morgan with Paca Club President Armand Galluccio don the green at the annual St. Patrick's Day Extravaganza on Saturday night at the Paca Club in New Providence.

The William Paca Club is a social and civic club, originally formed during the Great Depression by a group of residents of New Providence. In 1943, the club officially received a certificate ...

New Providence OEM Opened Storm Shelter and Warmed Hearts

The New Providence Office of Emergency Management opened its shelter at 5:30 PM on Wednesday, March 7, 2018, their first guest being a stranded motorist.  The storm left ¾ of New Providence without power. The shelter cared for over 325 people over the course of 6 days. 

The Shelter provided, heat, wifi, electricity, food and a safe place to sleep. One ...