Diana M. DeCharles, CFP®, MBA
Diana M. DeCharles, CFP®, MBA co-founder of Pinnacle Asset Management Group, Inc. has been in the financial services industry for over 28 years. She holds the Certified Financial Planner™ designation as well as the investment advisor, general securities principal and life, health and variable annuity insurance licenses. Helping clients make sense of financial clutter is Diana's passion.
Diana's community involvement and leadership include participation in numerous local and national boards. She was awarded the Rising Young Community Leader by the Shreveport Chamber of Commerce and the Athena award by the Women's Business Council for her contributions.
In addition to being quoted in Money Magazine, USA Today, The Wall Street Journal and Forbes, her financial articles have been published in the Shreveport Times.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.