Diane Willis

Diane M. Willis, CFP, CDFA, founded Wilshire Financial in January of 2005 after 20+ years of financial services experience. She earned the Certified Financial Planner (CFP) designation in 1987 and the Certified Divorce Financial Analyst (CDFA) designation in 2003.

Before opening her own business, Diane developed, managed and was the sole financial advisor in two successful branch offices of Mercer Global Advisors, headquartered in Santa Barbara.  Her experience includes trust services, probate administration, comprehensive financial planning, wealth management, and divorce analysis and projections.

She has been a speaker at medical and dental conventions, study groups, dinner meetings and auxiliaries.

Diane has taught courses on ethics and the financial aspects of divorce to the Financial Planning Association and for the National Business Institute.  She was quoted in the national publication Journal of Financial Planning and The Charlotte Observer.  She is a board member of the Mecklenburg County Collaborative Family Law Group, a member of the Institute of Certified Divorce Financial Analysts, and the North Carolina Association of Professional Family Mediators. She is also 2011 President of the Financial Planning Association of Charlotte.

Diane Willis
Wilshire Divorce
Work 13850 Ballantyne Corporate Place Suite 500 Charlotte NC 28277 Work Phone: 704-553-0690