Dianne Webster is a CERTIFIED FINANCIAL PLANNER™ practitioner and a principal of Insight Financial Horizons. Dianne's experience spans more than 25 years in the financial services field, serving both corporate and individual clients. She currently focuses on helping individuals and families create a vibrant life through wealth management and strategic life planning. She is especially interested in issues of retirement, such as retirement income, housing, and health care, so that clients may enjoy life outside of full-time work. Dianne's clients include women, families, pre-retirees, and those who are retired, who want to make smart decisions about their money.

 

Dianne has long been engaged in her professional community. She is an active member of the Financial Planning Association®. She served as president and chair of the 1,000-member Massachusetts Chapter and welcomed 3,000 financial planners to the city of Boston for FPA's 2008 National Conference. Her remarks illustrated the conference theme, "Revolutionary Thinking," by telling the true story of Paul Revere and his midnight ride of April 1775. Throughout the past several years, Dianne has also participated in boards and committees of the International Coach Federation, Money Quotient, and the Life Planning Network. She gives back to her community as an active member of Rotary International.

 

Dianne is a registered representative and investment adviser representative of Commonwealth Financial Network, Member FINRA/SIPC. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary® (AIF®), and she is Certified in Long-Term Care (CLTC). To maintain her qualifications, Dianne attends conferences and workshops covering the economy and markets, investment principles, pensions and Social Security, financial products, estate planning, social trends, ethics, and other topics of importance in a constantly changing world.  She has been recognized as a Five-Star Wealth Manager based on 10 objective criteria pertaining to financial professionals for the past four years.

 

A graduate of Northeastern University with an MBA from Boston University, Dianne has the credentials and life experience to help you create and implement a plan that integrates your personal and financial goals.

Dianne enjoys knitting, travel, and entertaining guests at her home on Lake Attitash. On a rainy day, you can find her reading a great book, curled up with her pet cat on her lap.

 

Contact Dianne at:

dwebster@wealth-insight.com
(978) 774-9066

Fun Facts About Dianne

 

Hometown:  Amesbury, MA

 

Pets:  Parker "The Mouse Hunter"

 

Favorite TV Shows:  Nashville, Breaking Bad, or Downton Abbey

 

Most Memorable Vacation:  Antarctica Cruise from South America

 

Favorite Quote:  "Anyone can hold the helm when the sea is calm." Publilius Syrus

 

Place I Want To Visit:  Estonia

Dianne H. Webster, CFP®, AIF®, CLTC

Principal / Owner

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 622 (25 percent of candidates) were named 2017 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

FOLLOW US:

  • Facebook Clean
  • Twitter Clean
  • LinkedIn Clean

INSIGHT FINANCIAL HORIZONS

​150A Andover Street, Suite 4-B, Danvers, MA  01923

Phone: (866) 661-9066    |    Fax: (978) 774-2066

This communication is strictly intended for individuals residing in the states of CA, CO, DC, DE, FL, MA, MD, ME, MI, NH, NJ, NY, OR, PA, TX, VT, UT.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

 

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. Privacy Policy © Copyright 2012 - 2014