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> About Us > 2011-2012 Board of Directors > Diahann Lassus,CFP , CPA/PFS
Diahann Lassus,CFP , CPA/PFS
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Diahann Lassus, CFP, CPA/PFS
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Co-Founder and President, Lassus Wherley (New Providence, NJ and Bonita Springs, FL)
Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. Lassus Wherley works with individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Using a team approach that was developed over more than 25 years, Lassus Wherley has helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women's Business Enterprise by the Women's Business Enterprise National Council (WBENC).
Diahann is recognized in the industry as a pioneer of the Fee-Only profession and among the profession's most influential members. The National Association of Personal Financial Advisors (NAPFA), the nation's leading organization dedicated to the advancement of Fee-Only, comprehensive financial planning, awarded Diahann the 2010 Robert J. Underwood Distinguished Service Award. Diahann served as a member of NAPFA's National Board, chaired the organization's Industry Issues Committee, and served as the 2008-2009 National Chair. Diahann serves as a representative of NAPFA on the Financial Planning Coalition where in 2009 she testified before the House Committee on Financial Services in Washington, DC, on regulation of the financial planning profession. Diahann also serves on the New Jersey Chamber of Commerce Board of Directors and the Rothman Institute for Entrepreneurial Studies Advisory Board. She has served on the National Association of Women Business Owners (NAWBO) Board of Directors and was National President from 1996-1999.
Diahann has been recognized in many ways for her numerous contributions to her profession, clients and consumers, including being named among the 2011 Leading Women Entrepreneurs & Business Owners in New Jersey by Own It Ventures and New Jersey Monthly, one of the 2011 50 Top Women in Wealth by AdvisorOne, a 2012 and 2011 FIVE STAR Wealth ManagerSM by New Jersey Monthly magazine, one of 150 Top Advisors for Doctors by Medical Economics three times, and one of Worth Magazine's Top Financial Advisors 7 times beginning with the first list in 1994. In 2010 Diahann was recognized at the Rothman Institute's 20th Anniversary Celebration as the inaugural speaker for the Female Entrepreneur Lecture series. Earlier this year the Rothman Institute re-launched their 20th Anniversary compilation book, Entrepreneurship and Innovation: Global Insights from 24 Leaders. Chapter 18, "Creating a Business from Scratch," is an excerpt from Diahann's inaugural speech in March, 2004. Diahann serves as an informal mentor to many women, providing advice, referrals and overall support to women in all stages of their careers and lives.
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