Diane Goldman
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Diane Goldman Email & Phone Number

Retirement Income Planner at Creative Financial Services, LLC
Location: Charlotte, North Carolina, United States 8 work roles 3 schools
1 work email found @newagencypartners.com 5 phones found area 973 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email d****@newagencypartners.com
Direct phone (973) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Financial Services, LLC
Role
Retirement Income Planner
Location
Charlotte, North Carolina, United States

Who is Diane Goldman? Overview

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Quick answer

Diane Goldman is listed as Retirement Income Planner at Creative Financial Services, LLC, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at newagencypartners.com, phone signal with area code 973, and a matched LinkedIn profile for Diane Goldman.

Diane Goldman previously worked as Retirement Income Planner at Cornerstone Financial Associates and Vice President at New Agency Partners. Diane Goldman holds Bs Economics, Accounting, Finance from University Of Pennsylvania - The Wharton School.

Company email context

Email format at Creative Financial Services, LLC

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{first_initial}{last}@newagencypartners.com
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AeroLeads found 1 current-domain work email signal for Diane Goldman. Compare company email patterns before reaching out.

Profile bio

About Diane Goldman

My Vision Statement - 2023- I am a mother, daughter, sister and partner.- My family and close circle of friends matter most.- Launching my college-age son into independence and emotional and financial success is a top priority. - I figure I am on the 12th hole. I plan to live life fully and vibrantly through the 18th. - I structure my days to be productive both personally and professionally. - I work out daily, eat healthy, stay current on my medical checkups and regularly read to learn more about fitness, health and financial well-being. - As a single mom for most of my life, I have worked hard to save and plan for retirement. I help and teach others how to do the same. - I surround myself with smart professionals who complement my areas of expertise. As I learned from college sports, you achieve ultimate success with a good strong team. - I want my clients to have the ability to reach their dreams and have the security to experience life. - I am thankful for everything I have and still have passion to accomplish more.- I live to share new experiences with those I love and to enrich the lives of all that I can. - I feel grateful for all that I have and look to do what I can to help those less fortunate.

Listed skills include Insurance, Employee Benefits, Strategic Planning, Small Business, and 37 others.

Current workplace

Diane Goldman's current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Financial Services, LLC
Creative Financial Services, Llc
Retirement Income Planner
Charlotte, NC, US
8 roles · 20 years

Diane Goldman work experience

A career timeline built from the work history available for this profile.

Retirement Income Planner

Creative Financial Services, Llc

Charlotte, Nc, Us

Retirement Income Planner

Current
Cornerstone Financial Associates

Charlotte, North Carolina, United States

Jan 2017 - Present

Retirement Income Planner

Current
Creative Financial Services, Llc
May 2006 - Present

Vice President

Greater New York City Area

There are many Independent insurance advisors in the world. In the end, a client is buying "me". I believe my clients want integrity, responsiveness and a sincere appreciation of their personal & business challenges. I strive to deliver on all accounts while bringing expertise & knowledge from my prior experience as a CPA, business owner and now insurance broker of 15 years. My diverse client base includes clients needing assistance with Group Benefits, Life/Disability/Long term Care, Commercial insurance and Personal home/auto/umbrella. Our team at New Agency is extremely talented & knowledgeable. We also partner with others outside the firm to bring even greater expertise. Through this collaboration we bring unique & competitive solutions while always maintaining a client service focus.

Jan 2006 - May 2021

Facilitator

Women Presidents Organization
2007 - 2009 ~2 yrs

Cfo, Ceo

Kaysam Worldwide, Inc
Mar 1990 - Dec 2005

Cfo

Sherwood Industries, Inc
Jul 1987 - Mar 1990

Manager, Cpa

Jun 1982 - Jul 1987
3 education records

Diane Goldman education

Education record

Livingston High School
FAQ

Frequently asked questions about Diane Goldman

Quick answers generated from the profile data available on this page.

What company does Diane Goldman work for?

Diane Goldman works for Creative Financial Services, LLC.

What is Diane Goldman's role at Creative Financial Services, LLC?

Diane Goldman is listed as Retirement Income Planner at Creative Financial Services, LLC.

What is Diane Goldman's email address?

AeroLeads has found 1 work email signal at @newagencypartners.com for Diane Goldman at Creative Financial Services, LLC.

What is Diane Goldman's phone number?

AeroLeads has found 5 phone signal(s) with area code 973 for Diane Goldman at Creative Financial Services, LLC.

Where is Diane Goldman based?

Diane Goldman is based in Charlotte, North Carolina, United States while working with Creative Financial Services, LLC.

What companies has Diane Goldman worked for?

Diane Goldman has worked for Creative Financial Services, Llc, Cornerstone Financial Associates, New Agency Partners, Women Presidents Organization, and Kaysam Worldwide, Inc.

How can I contact Diane Goldman?

You can use AeroLeads to view verified contact signals for Diane Goldman at Creative Financial Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did Diane Goldman attend?

Diane Goldman holds Bs Economics, Accounting, Finance from University Of Pennsylvania - The Wharton School.

What skills is Diane Goldman known for?

Diane Goldman is listed with skills including Insurance, Employee Benefits, Strategic Planning, Small Business, Entrepreneurship, Management, Professional Liability, and Human Resources.

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