The Advisor's Advisor
Diane MacPhee, CFP®, PCC
Diane MacPhee is a professional business coach working within a variety of industries including financial planning. Diane earned the right to use the CERTIFIED FINANCIAL PLANNER™ mark of distinction in 1989 and operated a successful sole proprietorship for 16 years. She specialized in retirement planning and worked with middle-to-high net worth clients. In 1994, she converted her practice from fee-commission to fee-only and achieved a new level of success with this business model.
As a practice management consultant/coach, Diane focuses on enhancing clients’ business and personal lives in a measurable and meaningful way. Through her unique approach to sales and business development, Diane offers clients a customized program that helps individuals and organizations identify, plan for and achieve their goals. Her exuberant commitment to creating success for her clients has made her one of the industry’s most noted professionals and consultants.
Diane has appeared on both CNBC and on Wall Street Week. She has been frequently quoted in The Record and The Star Ledger – two of New Jersey’s leading newspapers. She has also been featured in The Wall Street Journal, Cosmopolitan, Consumer Reports, More, Fortune and the Ladies Home Journal.
A sought-after presenter, Diane is currently providing workshops for financial advisors across the country on a variety of practice management issues.
Active in the financial planning profession, Diane served for three years as Membership Director for the national board of the National Association of Personal Financial Advisors (NAPFA). She was the conference chair for the well-received and successful 2006 Northeast Mid Atlantic Regional conference in Bethesda, MD. She also served as President of the Northern New Jersey chapter of the Financial Planning Association (FPA).
Diane lives on the New Jersey shore and enjoys running, reading, boating, golfing and the beach.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Learn about Diane's unique Coaching.