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.

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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...

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How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Jul 7, 2026

Categories

Retirement

Lifestyle

Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely. For much of...

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Business Succession Planning: Built to Last vs. Built to Transfer

Jun 7, 2026

Categories

Finance

Retirement

Estate Planning

Family

Investments

Many business owners spend decades building something that works. The team. The reputation. The customers who keep...

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