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 Season Has Two Dates. Many People Only Show Up for One.

Nov 7, 2026

Categories

Tax Planning

Retirement

Finance

Savings

Ask people when “tax season” is, and many will say spring. That’s when the documents get gathered, the appointment gets...

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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...

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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...

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