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Diana K

CFP®, Series 65

Aventura, FL

The Financial Pharmacist, Inc.

Diana Kahn is a CFP® and holds a Series 65 license with 28 years of experience in the financial advisory industry. She has operated The Financial Pharmacist, Inc., an independent advisory firm based in Aventura, FL, since 1998. The Financial Pharmacist, Inc. serves approximately 20 individual clients on a non-discretionary, consultative basis without providing portfolio management or using percentage-of-assets-under-management fees. This approach distinguishes the firm from typical independent advisors by focusing on advisory services rather than direct portfolio management.

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