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Diana T. Stanis, CFP®

Diana T. Stanis, CFP®

Vice President of Planning

Diana T. Stanis, CFP® is Vice President of Planning at Family Wealth & Pension Management LLC. Diana specializes in managing personal and institutional investment portfolios and employing wealth accumulation and preservation strategies for clients and their families. As a CERTIFIED FINANCIAL PLANNER™ professional, Diana brings her in-depth knowledge of Investments, Risk Management, Retirement, Pension Plans, Income Tax and Estate Tax Planning Strategies to help clients develop and pursue their financial goals.

Diana previously served as a Vice President of Asset Management for Fleet Financial Group and National Westminster Bancorp, Inc. Diana holds Honors Degrees with an MBA in Management Information Systems (MIS) from New York Institute of Technology and a B.S. in Accounting from Long Island University – C.W. Post Center. Diana has lectured on investments and financial planning at LIU.

Diana is a practitioner member of the Financial Planning Association (FPA).

Diana has been involved with the American Cancer Society and the National Alzheimer’s Association. Diana instituted and directed a children’s program on safety, first aid and skiing skills. She has also volunteered in a local “Riding for the Handicapped” program at Gold Coast in Brookville, NY.

Diana lives in Dix Hills, New York with her husband two sons.