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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Tax Planning vs. Tax Preparation: They're Not the Same Thing

Feb 7, 2026

Categories

Tax Planning

Retirement

Finance

Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already...

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5 Financial Crossroads That Could Reshape Your Future

Jan 7, 2026

Categories

Finance

Retirement

Family

Tax Planning

Risk Management

You know how life tends to throw in a few plot twists? They don't ask if you're ready. They just show up—with potential...

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One Economy, Two Realities: Understanding Today's Economic Divide

Dec 7, 2025

Categories

Finance

Investments

Savings

Credit

Risk Management

Retirement

It’s possible for one economy to tell two different stories. One of growth, opportunity, and abundance. Another of...

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