A complete list of active advisors currently associated with Diamond Nestegg
Warmer can help you find a great advisor at Diamond Nestegg or one who fits your needs even better.
Diamond NestEgg primarily works with individual clients and offers comprehensive financial planning, one-on-one coaching, retirement and education planning, and modular advisory engagements. The firm also publishes general educational content and regularly presents workshops and online personal finance courses for public audiences. The firm’s advisory work emphasizes planning and client-directed implementation rather than discretionary portfolio management; it does not execute trades, supervise client accounts on an ongoing basis, or maintain reportable assets under management. Investment recommendations often favor passive strategies using mutual funds, ETFs, equities, fixed income and REITs, and clients retain final discretion over implementation. Distinctive features include a regular focus on educational programming and online course offerings (marketed under an educational trade name and via public platforms) and occasional sponsored workshops, which supplement its advisory activities. Principals are licensed insurance agents and may recommend and place insurance or annuity products for clients (with disclosed commissions), and the firm does not rely on percentage-of-AUM billing or custody of client assets.
To learn more about the advisors currently working at Diamond Nestegg, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Scarsdale, NY
| 3
| |
Scarsdale, NY
| 9
|
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