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

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...

Read More

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...

Read More

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...

Read More

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