American Portfolios Rochester - Financial Services & Corporate Benefits |
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Diana LippaFinancial Advisor
Phone: (585) 348-9518 Diana Lippa is a Financial Advisor with American Portfolios, starting with the investment team originally in 2002. Diana has more than 15 years of financial services experience including banking, trading, retirement planning and private wealth management.
Diana holds a BS in Finance and Economics from the State University of New York at Plattsburgh. She is a Registered Investment Advisor through American Portfolios Advisors, Inc., and holds her Series 7, 63, 66 and Life, Accident & Health Insurance licenses.
Diana specializes in portfolio design for her corporate clients, and in asset allocation for retirement plan participants as well as individual clients.
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*Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. **Advisory Services and Products offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor. |