Diane Goldman

CPA Retirement Solutions
Partner
[email protected]
(201) 396-7600

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Diane is a retired CPA with 35 years of successful business experience. After spending five years at KPMG on the audit and tax teams, Diane left to become the Chief Financial Officer for a multi divisional private company.  Her experience then led her to owning and managing her own manufacturing company.  Upon selling the company in 2006, Diane re-entered the financial services world to pursue her dream of helping others and planning for retirement.  She has a proven track record of commitment to service and seeing her clients to a successful and financially stable retirement.

As a member of Cornerstone Financial Associates, Diane joins a team of like-minded independent planners and financial advisors that strive to educate and guide clients to sound, financial retirement decisions.  At Cornerstone, all client interactions are guided by core values of transparency, gratitude, conviction, superior quality and service, accountability, integrity, discipline, and servant leadership. 

Diane graduated summa cum laude from the Wharton School of the University of Pennsylvania with a Bachelor of Science degree in Economics. A former collegiate tennis player, Diane gave up the rackets for the sticks and now enjoys golf, pickleball & other outdoor activities.  She is an advocate for all individuals with disabilities and is an active member of the local chapter of the Alzheimer’s Association.

About Us: Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.