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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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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The Estate Plan That Looks Complete on Paper

May 7, 2026

Categories

Estate Planning

Tax Planning

Real Estate

Property

Family

Retirement

Risk Management

Finance

Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to...

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When the Headlines Keep Changing, Your Strategy Shouldn’t

Apr 7, 2026

Categories

Investments

Finance

Risk Management

It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story...

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