Diana Kahn is a CFP-designated registered investment advisor at The Financial Pharmacist, INC., based in Aventura, FL, with 28 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 20 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $750 per project, covering cash flow analysis, investment recommendations, and personalized directives
- Hourly consulting and special projects — $100 per hour for additional consultation time, meeting with other professionals like attorneys or accountants, or providing detailed instructions to an investment manager
Location
Aventura, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Financial Pharmacist, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Adam Rittersporn, CFPCharles Schwab & CO., INC.
- Robert Cafaro, CFPWells Fargo Advisors
- Lloyd Davis, CFPWells Fargo Advisors
- Morris Esquenazi, CFPNorthwestern Mutual Investment Services,llc
- Jose Pena, CFPMorgan Stanley
- Iris Roth, CFPNewedge Advisors