Diahann Lassus

Diahann Lassus Email and Phone Number

Diahann W. Lassus, MBA, CFP @
Diahann Lassus's Location
Jacksonville Beach, Florida, United States, United States
Diahann Lassus's Contact Details

Diahann Lassus work email

Diahann Lassus personal email

n/a
About Diahann Lassus

Diahann is currently working on defining her new adventure after spending 38 years building a Wealth Management Firm. She has been accepted into the Florida State University MS in Athletic Coaching and will start classes Spring 2024. She will also launch her new consulting firm in 2024. She served as SMD and Managing Principal, Peapack Private Wealth Management through March 31, 2023. Prior to Peapack, Diahann was the President and co-founder of Lassus Wherley, which became a subsidiary of Peapack-Gladstone Bank in 2018. Diahann was also the Chief Investment Officer (CIO), and Chair of the Investment Committee. Diahann and her team focused on understanding what is important to a client. Her team provided comprehensive financial planning, investment management, tax preparation, trust services and family office support. Prior to founding Lassus Wherley, Diahann held positions in accounting and operations for Blue Cross Blue Shield, Xerox Corporation and AT&T from 1970 to 1984. She was the Field Operations Manager for the 1984 Summer Olympic Games in Los Angeles managing 700 plus people spread over the Olympic Sites. Diahann holds a BS in Management from Florida State University and an MBA from the University of North Florida. She is a Certified Financial Planner™ professional, CFP® Board of Standards. Diahann was an inaugural member of the CNBC Digital Financial Advisor Council member and served until 3/31/2023; Inaugural Commission on Standards, CFP Board of Standards; served on the New Jersey State Chamber of Commerce Board of Directors until 3/31/2023; Board of Governors of the Florida State University (FSU) College of Business; and the FSU Foundation Board of Trustees. Diahann also serves on the FSU Student Investment Fund Board. She is a member of the Financial Planning Association, American Institute of Certified Public Accountants, and New Jersey Society of Certified Public Accountants. Diahann has been named one of the Top 100 Most Influential Financial Advisors, Investopedia; she was named one of the 30 Most Influential Advisors and received the Robert J. Underwood Distinguished Service Award from the National Association of Personal Financial Advisors (NAPFA); among the 25 people who have shaped the advice business, InvestmentNews. Diahann appeared in Worth Magazine’s Top Financial Advisors on the first list in 1994 and 6 more times. Diahann has appeared on TV many times as a Financial Expert including being a regular on CNBC’s MoneyClub.

Diahann Lassus's Current Company Details
Lassus Consulting LLC

Lassus Consulting Llc

Diahann W. Lassus, MBA, CFP
Diahann Lassus Work Experience Details
  • Lassus Consulting Llc
    Owner
    Lassus Consulting Llc Jun 2024 - Present
    Jacksonville Beach, Florida, United States
    Starting a new adventure focusing on consumer education through speaking and writing. Stay tuned. I have been accepted in the Florida State University MS in Athletic Coaching Program.
  • Peapack Private Wealth Management
    Smd And Managing Principal
    Peapack Private Wealth Management Sep 2018 - Apr 2023
    New Providence, New Jersey, United States
    Lassus Wherley joined Peapack in 2018 and transitioned from an RIA to become integrated into the bank in 2021.
  • Lassus Wherley,  Peapack Private Wealth Management
    President And Wealth Manager
    Lassus Wherley, Peapack Private Wealth Management Mar 1985 - Aug 2018
    Lassus Wherley is a wealth management firm offering financial planning, asset management, trust services, tax planning and preparation, and family office services. Lassus Wherley joined Peapack in 2018 and become a fully owned subsidiary. Offices are located in New Providence, NJ 908-464-0102 and Bonita Springs, FL 239-495-1520.www.lassuswherley.com
  • At&T Technologies
    Dept Chief, Financial Operations
    At&T Technologies Sep 1984 - Dec 1984
  • At&T Technologies
    Special Project Olympic Operations, Field Operations Manager
    At&T Technologies Dec 1983 - Sep 1984
  • At&T Consumer Products
    Dept. Chief, Data Processing, Methods, And Customer Service For Louisiana/Mississippi
    At&T Consumer Products Feb 1980 - Dec 1983

Diahann Lassus Skills

Financial Planning Wealth Management Asset Management Financial Advisory Investments

Diahann Lassus Education Details

Frequently Asked Questions about Diahann Lassus

What company does Diahann Lassus work for?

Diahann Lassus works for Lassus Consulting Llc

What is Diahann Lassus's role at the current company?

Diahann Lassus's current role is Diahann W. Lassus, MBA, CFP.

What is Diahann Lassus's email address?

Diahann Lassus's email address is di****@****ley.com

What is Diahann Lassus's direct phone number?

Diahann Lassus's direct phone number is +190867*****

What schools did Diahann Lassus attend?

Diahann Lassus attended Florida State University - College Of Business, Florida State College At Jacksonville, University Of North Florida - Coggin College Of Business.

What skills is Diahann Lassus known for?

Diahann Lassus has skills like Financial Planning, Wealth Management, Asset Management, Financial Advisory, Investments.

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