Home | Diversified Financial Consultants, LLC

Alan Jay Levine CFP®, RFC®, CRC®, AIF®, CPFA®

President
Founding Partner

Baba Oluyemi

Director

Lorie Rios heashot

Lorie Rios

LPL Investment Advisor Representative

Robert Shapiro

Financial Consultant

Joseph Moriarty

Financial Advisor

Kimani Andrews

Junior Representative

Monitor your accounts.

ACCOUNT VIEW LOGIN

Six Estate Planning Assumptions Worth a Second Look

Oct 7, 2026

Categories

Estate Planning

Family

Insurance

Retirement

Tax Planning

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary...

Read More

Permission to Spend in Retirement: A Skill Rarely Taught

Sep 7, 2026

Categories

Retirement

Lifestyle

Finance

Savings

Family

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do...

Read More

What to Do With Your Next Dollar: A Financial Order of Operations

Aug 7, 2026

Categories

Finance

Savings

Investments

Retirement

Risk Management

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay...

Read More

© 2026 Diversified Financial Consultants, LLC. All rights reserved.