- Cornerstone CPA Retirement Solutions
- North Carolina
Diane Goldman began her career as a CPA at KPMG where she spent five years primarily on the tax team. It is here where she developed her passion for planning and helping clients understand tax implications of their financial decisions. While working for KPMG, Diane also began pursuing her AICPA Personal Financial Specialist (PFS) certification, the CPA equivalent to the CFP. After spending five years at KPMG, Diane left to become the Chief Financial Officer for one of her clients, a multi-divisional private company. Her experience then led her to owning and managing her own manufacturing company. Upon selling the company in 2006, Diane re-entered the financial services world to pursue her dream of helping others and planning for retirement. Since 2006, Diane has worked with hundreds of pre-retirees and retirees encountering a 25–30-year retirement. She has a proven track record of commitment to service and seeing her clients to a successful and financially secure retirement.
As a member of Cornerstone Financial Associates (https://cornerstonefinancialservices.com), Diane joins a team of like-minded independent planners and financial advisors that strive to educate and guide clients to sound, financial retirement decisions. All client interactions are guided by our core values of transparency, gratitude, conviction, superior quality and service, accountability, integrity, discipline, and servant leadership.
Diane graduated summa cum laude from the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics and passing of the CPA exam. A former collegiate tennis player, Diane gave up the rackets for the sticks and now enjoys golf, pickleball & other outdoor activities. She is an advocate for all individuals with disabilities and disadvantaged life circumstances through various charities and is an active member of the local chapter of the Alzheimer’s Association. Diane has one son that recently began his career as a financial analyst. She has hopefully instilled in him the need to plan for one’s financial future. Who knows, one day maybe he will join Diane in practice.
LICENSES & ACCREDITATIONS
AREAS OF EXPERTISE
- LIFE INSURANCE
- LIVING BENEFITS
- TAX-FREE RETIREMENT
- ESTATE PLANNING
- LONG-TERM CARE INSURANCE