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Our financial advice team


Diane Lee Bearce Ameriprise Financial Advisor

Diane Lee Bearce

Financial Advisor

Chartered Retirement Planning CounselorSM
Fiduciam Financial
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Women's Financial Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Interests

My Core Values: Family, Honesty, Leadership, Excellence, Service.

  • My family is my foremost interest. My children, Shawn and Marcie, and my grandchildren, Hailey and Grayson, are my true blessings in life. Spending time with my grandaughter Hailey and watching her grow in the light of her mom inspires me to be a better person. Grayson is our new addition and I am excited to be beside him as he grows.
  • I enjoy decorating
  • Volunteering gives me joy

Community participation

  • Palace Theater Volunteer
  • Waterbury Chamber of Commerce, Leads Group 1
  • Easter Seals of Waterbury Volleyball Tournament Committee
  • L.A.C.E. Youth Program
  • Watertown Parks and Recreation Community Financial Education

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2016

Qualifications

  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 66
  • State of CT Insurance
  • Chartered Retirement Planning Counselor
  • Asset Allocation Certified

Education

  • Mattatuck Community College, Associate of Science (AS), Accounting

Professional associations

  • Waterbury Chamber of Commerce since 2006
  • Waterbury Chamber of Commerce, Leads Group 1
  • Past President, Watertown Athletic Association
  • Past President, Watertown Junior Women's Club
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