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Assistant:
Diane Fassett Lydia's professional background includes a financial planning and investment management concentration. Her practice area includes Insurance Analysis and Planning, Tax and Cash Flow Management and Estate Planning. Lydia has been a featured speaker at many professional and civic organizations on a number of topics. Lydia's advice has been regularly featured in USA Today, Financial Planning Magazine, Mutual Fund Magazine, Investment News, CNNfn, thewhiz.com, Society of Financial Service Professionals' Focus Magazine, Bloomberg Wealth Manager and many other national and local publications. Lydia served as a member of the Financial Planning Association’s (FPA) National Ethics Committee, charged with investigating complaints and enforcing the FPA Code Of Ethics. The committee consists of ten professionals and is charged with investigating complaints and enforcing the FPA Code Of Ethics. She also served on the Practitioner Advisory Council and the Public Awareness Advisers of the International Association for Financial Planning. Lydia is Past President of the Philadelphia Chapter of the International Association for Financial Planning. Lydia is Past President of the Estate and Financial Planning Council of Southern New Jersey and Past President of the South Jersey Chapter of the Society of Financial Service Professionals. She is a member of the National Association of Personal Financial Advisors and has served as an instructor for the Chartered Financial Consultant (ChFC) designation courses sponsored by the South Jersey Chapter of The Society of Financial Service Professionals. Lydia earned her B.A. degree in English from Providence
College in 1975.
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