Meet Diana Cahill- she has had the pleasure of serving her community in the financial industry for over 10 years now. Her experience has ranged from assisting some of New York’s top retail brokers all the way to company compliance and event planning. Her most recent work as a financial consultant provided her the room to work closely with her clients to cultivate and build towards their specific financial goals. As a consultant, her areas of focus included insurance planning, estate conservation strategies, life event transition planning and the development and implementation of investment strategies.
Currently, she is happy to be a financial advisor- her specialties now include life insurance and retirement. She appreciates the ability to collaborate with her clients, one on one, while customizing financial strategies that work for them and their lives. She credits her arrival to this particular point in her career to a choice she made in 2012.
While working as a financial consultant, she saw an opportunity to expand her business and serve her community with more options by moving to a larger full-service financial company. She’s glad she made the move! She looks forward to continuing this work while expanding even further with her colleagues and clients at Fortis Lux Financial.