BCPWN October First Friday Luncheon: Retiring in Style -- Planning Today for your Dream Retirement Tomorrow
Presented by
BCPWN Member and Accredited Wealth Management Advisor™ Diana Sodano
Sponsored by
Friday, October 4, 2024
**12:00pm - 2:00pm**
Diana enjoys the close relationships she has with built with her team’s clients over the 20 years she has been with Constantine Wealth Management. She finds great satisfaction helping their clients plan and achieve important life events while assisting with their financial planning needs.
The comprehensive planning Diana provides goes well beyond just investment management and includes other important aspects of their financial life such as insurance planning, tax mitigation, charitable giving, and estate planning. She is dedicated to helping clients pursue their goal of a comfortable retirement where they can maintain their standard of living without outliving their savings.
At our BCPWN event, Diana will empower women to ask the necessary questions about their retirement.
About the Presenter: Diana Sodano began her career in 1997, joined Constantine Wealth Management in 2003 and spent her first 13 years with the team as a Senior Registered Client Associate. Having the knowledge, ability, and dedication to serving clients, it was a natural transition for her to shift into the financial advisor role in 2016. Alongside her team, she moved to Raymond James in 2018, attracted by the firm’s client-centric focus and culture.
As an Accredited Wealth Management Advisor™, Diana has successfully completed the course work required by the College of Financial Planning. The program is designed for advisors who want to better address the unique needs of high-net-worth clients. She adheres to standards of professional conduct and is committed to continuing industry education.
She earned a bachelor’s degree in business management from Rutgers University and holds Series 7, 63, 65 and health and life insurance licenses.
Diana is a first-generation American, growing up in Monmouth County, New Jersey. Today she resides in Hawthorne, New Jersey with her dogs, Paris and Dunkin. In her free time, she enjoys traveling, gardening, walking, attending concerts, visiting museums and spending time with family and friends.
Contact for more info:
Constantine Wealth Management
of Raymond James & Associates
401 Hackensack Avenue, Suite 803
Hackensack, NJ 07601
Tel 201-518-3025 // Fax 201-518-3023
Advisor Mobile 201-331-9787 (text only)
Toll Free 844-706-4467
www.constantinewm.com
This event is limited to 25 attendees. We will open a waiting list as well.
|
Cancellations can be accepted in writing up to 48 business hours prior to the event. No refunds will be issued after that point.
|
