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Dianne F

CFP®, Series 63, Series 65

Scottsdale, AZ

J. W. Cole Advisors, Inc.

Dianne Fay is a CFP® with 33 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. She previously worked at The O.N. Equity Sales Company and Ohio National Financial Services for 15 years each and has operated Fay & Associates since 1984. Outside of her advisory role, she oversees operations at Fay & Associates, a tax and accounting practice, and holds a long-standing insurance agent position. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent representatives. The firm provides portfolio management, financial planning, and access to third-party managers using a range of discretionary and non-discretionary investment approaches.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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