Press Releases

8/8/2017

New Providence, NJ (August, 2017) - As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that Lassus Wherley has received the Women’s Choice Award for Financial Advisors and Firms based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices.

7/14/2017

The INVESTOPEDIA 100 was created by analyzing the presence and impact of financial advisors across social media channels, TV and radio, conferences, and their own blogs and websites.

6/13/2017

New Providence, NJ (June, 2017) – Dawn Brown, CFP® has recently joined Lassus Wherley as a Senior Financial Planner. She will be responsible for the development of broad-based financial plans for high-net worth clients and will serve on both the Investment and Financial Planning committees.

5/24/2017

New Providence, NJ (May, 2017) For the seventh consecutive year Lassus Wherley has been named one of the Best Places to Work in New Jersey! This program identifies, recognises and honors the top places of employment in New Jersey that benefit the state's economy, its workforce and businesses.  read more »

2/16/2017

New Providence, NJ (February, 2017) - Diahann W. Lassus, Clare E. Wherley, Jodi A. Cirignano, Patricia Daquila, Cynthia Fusillo, Lisa McKnight, Charles Pawlik, Betty S. Thomas, and Laurie Wolfe are 2017 Five Star Professional award winners. read more »

2/02/2017

Patricia Daquila, MBA, CPA and Senior Tax Advisor at Lassus Wherley, was recently named one of New Jersey’s 2017 Best 50 Women in Business. read more »

1/06/2017

Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley has been reappointed to the CNBC Financial Advisor Council for a third term. read more »

8/18/2016

Lassus Wherley is pleased to announce the promotions of three of its team members. Lisa McKnight has been promoted to Senior Financial Planner, Betty Thomas has been promoted to Financial Planner and Pete Cintula has been promoted to Director, Information Technology. read more »

5/19/2016

For the sixth consecutive year Lassus Wherley has been named one of the Best Places to Work in New Jersey!read more »

5/06/2016

CHICAGO, IL – Lisa McKnight of Lassus Wherley in New Providence, NJ has been accepted for membership in the NATIONAL ASSOCIATION OF PERSONAL FINANCIAL ADVISORS (NAPFA.. read more »

Lassus Wherley Welcomes Jodi A. Cirignano to the Team

4/20/2016

New Providence, NJ (April, 2016) - Jodi A. Cirignano, MBA, CFP®, CPA has recently joined Lassus Wherley as a Senior Financial Planner.. read more »

Charles Pawlik Promoted To Investment Officer

10/20/2015

New Providence, NJ (October, 2015) - Charles Pawlik has been promoted to Investment Officer. His responsibilities will expand to include monitoring economic, regulatory and market developments, managing our recommended list of investments, and conductingdue diligence and performance analysis on investments held in client accounts.. read more »

Lassus Wherley Receives The Women’s Choice Award® As Highly Recommended Financial Advisor By Women For Women

9/15/2015

New Providence, NJ (September, 2015) - As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that Lassus Wherley has received the Women’s Choice Award for Financial Advisors and Firms based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices.. read more »

Lassus Wherley Named to 2015 Financial Times 300 Top Registered Investment Advisers

7/1/2015

Lassus Wherley has been named to the Financial Times (“FT”) 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. read more »

NJBIZ Honors The 2015 Best Places To Work In New Jersey!

5/1/2015

For the fifth consecutive year Lassus Wherley has been named one of the 2015 Best Places to Work in New Jersey. This program identifies, recognizes and honors the top places of employment in New Jersey that benefit the state's economy, its workforce and businesses. The Best Places to Work in New Jersey program is made up of 100 companies split into two groups: 65 small/medium-sized companies (15-249 employees) and 35 large-sized companies (more than 250 employees). Lassus Wherley has been named one of the Best Places to Work in New Jersey in the small/medium category. read more »

Diahann W. Lassus Named To NJSCPA Inaugural "CPA-List"

10/7/2014

New Providence, NJ (September, 2014)- Diahann W. Lassus, CFP®, CPA/PFS, President of Lassus Wherley has been named to the New Jersey Society of Certified Public Accountants (NJSCPA) inaugural "CPA-List." The 67 CPA practitioners and members of the NJSCPA were selected for their continuing impact on the accounting profession in the Garden State and beyond. CPA-List categories include Accounting & Auditing, Financial Planning, Forensic Accounting, Governmental Accounting, Health Care Accounting, Nonprofit Accounting, Taxation, and Technology. Selection criteria included career expertise, key accomplishments at their respective firms, NJSCPA engagement and community service. read more »

Diahann Lassus Featured On Third CNBC 30 Seconds To Know Segment

10/6/2014

Diahann W. Lassus, CFP®, CPA/PFS, President of Lassus Wherley and member of the inaugural CNBC Digital Financial Advisor Council appeared on a third CNBC 30 Seconds to Know segment talking about 529 Plans. read more »

NJBIZ Honors Chadderdon W. O’Brien as One of New Jersey’s 2014 Forty Under 40

9/10/2014

Chadderdon W. O’Brien, CFP®, FRM, Financial Planner, has been named a winner in the 2014 NJBIZ Forty Under 40 awards program. The award program, produced by NJBIZ, New Jersey’s premier business news publication, is sponsored by Stark & Stark, First Bank and NJIT. read more »

Diahann Lassus Featured On Second CNBC 30 Seconds To Know Segment

6/10/2014

Diahann W. Lassus, CFP®, CPA/PFS, President of Lassus Wherley and member of the inaugural CNBC Digital Financial Advisor Council appeared on a second CNBC 30 Seconds to Know segment talking about what you need to know about Roth IRAs. read more »

NJBIZ Honors The 2014 Best Places To Work In New Jersey!

5/1/2014

For the fourth year in a row Lassus Wherley has been named one of the Best Places to Work in New Jersey. This survey and award program identifies, recognizes and honors the top places of employment in New Jersey that benefit the state's economy, its workforce and businesses. The Best Places to Work in New Jersey program is made up of 100 companies split into two groups: 62 small/medium-sized companies (15-249 employees) and 38 large-sized companies (more than 250 employees). Lassus Wherley has been named one of the Best Places to Work in New Jersey in the small/medium category. read more »

Diahann Lassus, Clare Wherley, and Suzanne Low Selected as 2014 Five Star Wealth Managers

4/1/2014

Bonita Springs, FL (March, 2014) - Diahann W. Lassus, CFP®, CPA/PFS, President, Clare E. Wherley, CPA, CFP®, CEO, and Suzanne C. Low, J.D., CFP®, Financial Planner were selected as 2014 Five Star Wealth Managers. The Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America, covering more than 40 major markets. The list of Five Star Wealth Managers for Southwest Florida has been published in the March issue of Gulfshore Life and on fivestarprofessional.com. read more »

Diahann Lassus Featured On CNBC's 30 Seconds To Know

3/1/2014

New Providence, NJ (March, 2014)- Diahann W. Lassus, CFP®, CPA/PFS, President of Lassus Wherley and member of the inaugural CNBC Digital Financial Advisor Council appeared on CNBC's 30 Seconds to Know segment talking about how to maximize your Social Security distribution.  read more »

Clare E. Wherley and Patricia Daquila Selected as 2014 Five Star Certified Public Accountants

1/1/2014

New Providence, NJ (January, 2014) - Clare E. Wherley, CPA, CFP®, CEO and Patricia Daquila, CPA, Senior Tax Advisor were selected as 2014 Five Star Certified Public Accountants. The Five Star program is the largest and most widely published financial services award program in North America, covering more than 40 major markets.  read more »

Lassus Wherley Recieves The Women's Choice Award For Financial Advisors

10/17/2013

[New Providence, NJ, September, 2013] As the leading advocate for female consumers, WomenCertified®, Inc. is pleased to announce that Lassus Wherley has received the Women's Choice Award® for Financial Advisors based on rigorous research, 17 objective criteria including a client survey to obtain feedback regarding service and practices.* read more »

CNBC Digital Announces The Formation Of The CNBC Financial Advisor Council

10/17/2013

To help investors and financial investors better understand this complicated landscape, CNBC Digital has brought together 20 of the nation's leading wealth managers and financial experts to create the CNBC Digital Financial Advisor Council. read more »

Diahann Lassus Named In New Jersey Society Of CPAs "50 Over 50"

7/1/2013

New Providence, NJ (July, 2013) - The New Jersey Society of Certified Public Accountants (NJSCPA) is pleased to announce its inaugural list of the "50 Over 50.". read more »

Recognized As One Of The "30 Most Influential" People In NAPFA's 30 Year History

4/16/2013

The 30 Most Influential program recognizes those NAPFA members and staff who have had a profound impact on Fee-Only financial planning, the organization, and their peers in NAPFA's first 30 years. The members nominated deserving individuals and voted on those they deem most worthy of being recognized. We are pleased to announce that Diahann W. Lassus, CFP®, CPA/PFS, President of Lassus Wherley in New Providence, NJ and Bonita Springs, FL has been voted among the 30 Most Influential. read more »

Diahann Lassus, Clare Wherley, and Suzanne Low Selected As 2013 Five Star Wealth Managers

3/28/2013

Bonita Springs, FL (March, 2013) - Diahann W. Lassus, CFP®, CPA/PFS, President, Clare E. Wherley, CPA, CFP®, CEO, and Suzanne C. Low, J.D., CFP®, Director, Florida Operations were selected as 2013 Five Star Wealth Managers. The Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America, covering more than 40 major markets. The list of Five Star Wealth Managers for Southwest Florida was published in the March issue of Gulfshore Life and on fivestarprofessional.com. read more »

NJBIZ Honors The 2013 Best Places To Work In New Jersey

2/22/2013

For the third year in a row Lassus Wherley has been named one of the Best Places to Work in New Jersey. This survey and award program identifies, recognizes and honors the top places of employment in New Jersey that benefit the state's economy, its workforce and businesses. The Best Places to Work in New Jersey program is made up of 100 companies split into two groups: 62 small/medium-sized companies (15-249 employees) and 38 large-sized companies (more than 250 employees). read more »

Diahann Lassus Selected As A 2013 FIVE STAR Wealth Manager For The Third Consecutive Year

1/8/2013

New Providence, NJ (January, 2013) - Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley, was selected as a 2013 Five Star Wealth ManagerSM for the third consecutive year. The Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America, covering more than 40 major markets. read more »

Diahann Lassus To Participate In How Women Lead Seminar At U.S. Chamber Of Commerce In Washington, DC

11/8/2012

New Providence, NJ (November, 2012) - In September we announced that Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley, was featured in "How Women Lead: The 8 Essential Strategies Successful Women Know." Since its release, the book has attracted an amazing amount of attention and interest. It is #13 on a list of Top 50 New Management Books for Entrepreneurs and was featured in Redbook and on many business websites. read more »

Diahann W. Lassus and Clare E. Wherley Named Leading Women Entrepreneurs & Business Owners In New Jersey For Second Year

10/1/2012

New Providence, NJ (October, 2012)- Diahann W. Lassus and Clare E. Wherley have been named among the 2012 Leading Women Entrepreneurs & Business Owners in New Jersey. The award honors women in the state who have been keeping the small business economic engine warm in these troubled times. Hundreds of nominations were received from women entrepreneurs who are all accomplished, intelligent and inspired by their work; these trend-setting women make a difference in their companies, industries and communities. read more »

Diahann Lassus Featured In New Book "How Women Lead: The 8 Essential Strategies Successful Women Know"

9/1/2012

New Providence, NJ (September, 2012)- Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley is featured in "How Women Lead: The 8 Essential Strategies Successful Women Know." The book provides a blueprint for every woman to own her destiny and achieve her highest goals and is a must-read to help women become high-potential leaders. read more »

Diahann Lassus To Participate On Panel Discussion At The London Olymipcs Sponsored By Rutgers Business School Thought Leadership

7/30/2012

As part of its Thought Leadership series, Rutgers Business School has assembled a panel of experts to discuss ways to solve these challenges and bring fresh ideas to achieve sustainable economic growth. The backdrop of this discussion will be at the London Olympics on August 5th at the USA House, the Business & Hospitality Center of the US Olympic Committee. read more »

Diahann Lassus selected as one of "2012 Women of Note" By New Jersey Society of CPAs

6/18/2012

Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley was selected as one of the New Jersey Society of CPAs "2012 Women of Note" and will be featured in the July/August issue of New Jersey CPA magazine. read more »

NJBIZ Honors The 2012 Best Places To Work In New Jersey!

5/9/2012

For the second year in a row Lassus Wherley has been named one of the Best Places to Work in New Jersey. This survey and award program identifies, recognizes and honors the top places of employment in New Jersey that benefit the state's economy, its workforce and businesses. read more »

EWNJ To Honor Clare E. Wherley At 'Salute To The Policy Makers' 2012 Awards Dinner

4/1/2012

New Brunswick, NJ (April , 2012) – Executive Women of New Jersey ("EWNJ") will honor Clare E. Wherley, CPA, CFP® at its Salute to the Policy Makers 2012 Awards Dinner on May 17, 2012, at the Hyatt Regency New Brunswick in New Brunswick, NJ. Currently in its 32nd year, EWNJ holds the biennial fund-raising event to recognize women of professional distinction in New Jersey. read more »

NJBIZ Honors Deborah J. Rivosa as One of New Jersey's Best 50 Women in Business

2/8/2012

New Providence, NJ (February, 2012) Deborah J. Rivosa, CFP®, CFA, Director of Business Development and Chief Compliance Officer of Lassus Wherley, was recently named one of New Jersey's 2012 Best 50 Women in Business. read more »

Diahann Lassus Selected As A 2012 FIVE STAR Wealth Manager By New Jersey Monthly Magazine

1/6/2012

The Five Star distinction is awarded to Wealth Managers who have scored highest in client-based research conducted by a national independent research company. read more »

Diahann Lassus And Clare Wherley Named In Top 25 Leading Women Entrepreneurs & Business Owners In New Jersey

12/1/2011

At the Own It Ventures Conference and Expo held October 29th, Diahann W. Lassus and Clare E. Wherley were named among the Top 25 Leading Women Entrepreneurs and Business Owners from the initial list of 90-plus finalists read more »

Diahann W. Lassus And Clare E. Wherley Named Leading Women Entrepreneurs & Business Owners in New Jersey

8/8/2011

Own It Ventures partnered with New Jersey Monthly Magazine to commend women entrepreneurs for their service, leadership and contribution to their communities and the state's economic recovery. read more »

Diahann Lassus Announced As Top Woman In Wealth By AdvisorOne

8/1/2011

AdvisorOne's 3rd annual 50 Top Women in Wealth reflects 50 outstanding women's contributions and influence on the wealth management industry and clients. The annual list recognizes the 50 most influential, powerful and inspiring women in and around wealth management. read more »

Lassus Wherley Named Among Best Places To Work In New Jersey

3/1/2011

Companies from across the state entered the two-part process to determine the 70 Best Places to Work in New Jersey. The first part consisted of evaluating each nominated company's workplace policies, practices, philosophy, systems and demographics. read more »

Lassus Wherley Helps Build Better Futures

1/1/2011

Recently, Lassus Wherley expanded and updated its website, giving consumers valuable information about how to select and work with a financial advisor read more »

Lassus Selected As A 2011 Five Star Wealth Manager

1/4/2011

The list contains the wealth managers in a given market who score highest in overall satisfaction, based on an objective market research methodology that takes into account client evaluations in nine categories, input from peers, regulatory compliance reviews and reviews by a Blue Ribbon panel. read more »

Lassus Wherley Builds Better Futures For Its Communities

10/1/2010

Lassus Wherley was profiled in a special issue of Enterprise, the official magazine of the New Jersey Chamber of Commerce, focusing on the philanthropic efforts of the NJ Chamber and its members. read more »

NAPFA Recognizes Lassus For Outstanding Contributions

6/1/2010

The National Association of Personal Financial Advisors (NAPFA), the leading organization of Fee-Only, Comprehensive financial planning professionals is pleased to announce that Diahann W. Lassus, CFP®, CPA/PFS has been awarded the 2010 Robert J. Underwood Distinguished Service Award. read more »

Lassus Selected As One Of 50 Top Women In Wealth Management For 2010 By Wealth Manager Magazine

5/10/2010

Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley, was named one of Wealth Manager magazine's Top 50 Women in Wealth Management for 2010. read more »

Lassus To Be Honored By The Rothman Institute Of Entrepreneurship

4/16/2010

Diahann W. Lassus, CFP®, CPA/PFS co-founder and president of Lassus Wherley will be honored at the Rothman Institute's 20th Anniversary Celebration as the inaugural speaker for the Female Entrepreneur Lecture series, a strong annual tradition of influential female entrepreneur lecturers. read more »

Wherley Honored As One Of New Jersey's Best 50 Women In Business

3/13/2010

Clare E. Wherley, CPA, CFP® and Chief Executive Officer of Lassus Wherley was recently named one of New Jersey's 2010 Best 50 Women in Business. read more »

Low Elected Naples Estate Planning Council President

1/19/2010

Suzanne C. Low, J.D., CFP® has been elected President of the Estate Planning Council of Naples, Inc. Previously Ms. Low served the Council as Vice President, Assistant Secretary and Director.  read more »

Lassus Testifies Before House Committee

7/16/2009

WASHINGTON, D.C., July 16, 2009... The Financial Planning Coalition will testify on the need to better protect consumers seeking financial advice on Friday, July 17 at 11 a.m. (EDT) at the House Committee on Financial Services hearing to examine financial services reform. read more »

Wherley Honored By Business & Professional Women Of NJ

6/14/2009

Clare E. Wherley, CPA, CFP® and Chief Executive Officer of Lassus Wherley was honored as one of 2009 Women of Achievement by Business & Professional Women of New Jersey at the 7th Annual Women of Achievement Dinner held at Monmouth University in West Long Branch. read more »

NAPFA Salutes Congressional Leaders

6/12/2009

NAPFA salutes Representative Robert E. Andrews (D - NJ) and supporters of the Conflicted Investment Advice Prohibition Act of 2009 for stepping up efforts to protect consumers from unethical financial practices. read more »

Lassus Named In Wealth Managers Top 50

4/17/2009

"Being named to the Top 50 is not about who has the largest book of business or highest amount of assets under management. We looked for leaders, influencers and mentors in a profession where women excel, even if their numbers are a smaller percentage of the overall wealth management population. read more »

Bernard Madoff “Made Off” With Investor Money-How Other Consumers Can Avoid A Similar Fate

3/25/2009

Lassus Wherley, a corporate member of the National Association of Personal Financial Advisors (NAPFA), the country's leading association of Fee-Only financial advisors, encourages consumers to take the time to get to know an advisor and gauge his or her commitment to placing clients' interests first. read more »

Lassus Wherley Certified As A Women's Business Enterprise

11/07/2008

Lassus Wherley has received national certification as a Women's Business Enterprise by the Women Presidents Educational Organization, a regional certifying partner of the Women's Business Enterprise National Council (WBENC). read more »

Diahann Lassus Leads NAPFA 2008-09

09/01/2008

The National Association of Personal Financial Advisors (NAPFA), the leading organization of Fee-Only, comprehensive financial planning professionals welcomes its new leader for the 2008-09 National Board. read more »

Anne L. Kehl Joins Lassus Wherley

08/25/2008

Anne L. Kehl has recently joined Lassus Wherley as an Investment Officer. Prior to joining Lassus Wherley, Anne was with Beacon Trust Company of Madison, New Jersey, most recently as a Senior Vice President. read more »

Low Selected Top Financial Planner

08/05/2008

Suzanne C. Low, J.D., CFP® has been selected by the Consumers' Research Council of America for inclusion in the Guide to America's Top Financial Planners, 2008 Edition. read more »

Diahann Lassus Named One Of Worth Magazine's Top 250 Wealth Advisors

07/31/2008

Diahann W. Lassus, CFP®, CPA/PFS, and president of Lassus Wherley, has been named as one of Worth magazine's Top 250 Wealth Advisors. read more »

Low Accepted As NAPFA Registered Financial Advisor

05/22/2008

Suzanne C. Low, J.D., CFP® has been accepted as a NAPFA® Registered Financial Advisor by the National Association of Personal Financial Advisors (NAPFA). read more »

Diahann Lassus Named One Of 50 Distinguished Women In Wealth Management

04/01/2008

Diahann W. Lassus, CFP®, CPA/PFS and President of Lassus Wherley, was named one of 50 Distinguished Women in Wealth Management in the April 2008 issue of Wealth Manager Magazine. read more »

Diahann Lassus Named One Of Southwest Florida's Top Wealth Managers

03/20/2008

Diahann W. Lassus, CPF®, CPA, was named one of Southwest Florida's Top Wealth Managers in the March 2008 issue of Gulfshore Life Magazine. read more »

Deborah J Rivosa Joins Lassus Wherley

01/28/2008

Deborah J. Rivosa, CFP®, CFA has recently joined Lassus Wherley as Director, Business Development. She will be responsible for managing the firm's business development practices, procedures and plans. read more »

Lassus Wherley Winner Of CPA Wealth Provider Financial Planning Award

01/28/2008

Lassus Wherley was judged one of five CPA/Financial Planning Firm Winners of the Fifth Annual CPA Wealth Provider Financial Planning Awards. The firm was named an Achiever in the January 2008 issue of the magazine. read more »

Lassus Honored As Woman Of Influence In Finance

11/16/2007

Diahann W. Lassus, CFP®, CPA/PFS practitioner, and President of Lassus Wherley was honored as one of the Women of Influence in Finance by the Women's Fund of New Jersey. read more »

Low Appointed to Foundation Council

06/04/2007

Suzanne C. Low, J.D., CFP® has been appointed to serve on the Bonita Springs/Estero Development Council of the Lee Memorial Health System Foundation. read more »

Lassus Selected as One of NJ's Best 50 Women in Business

04/04/2007

Diahann W. Lassus, CFP®, CPA/PFS practitioner, and President of Lassus Wherley was selected as one of New Jersey's Best 50 Women in Business by NJBIZ. read more »

Lassus Wherley Welcomes Two New Employees

07/26/2006

Mary Ellen Nicola has recently joined Lassus Wherley, as a financial advisor. She will be doing financial plans, handling client projects and will be a senior advisor with the firm. read more »

Low Chairs Committee of Bonita Springs Chamber

03/07/2006

Suzanne C. Low, J.D., CFP® has been appointed to serve as Chair of the Training & Development Committee of the Bonita Springs Area Chamber of Commerce. ®, CPA/PFS and President of Lassus Wherley, was featured in "How Women Lead: The 8 Essential Strategies Successful Women Know." Since its release, the book has attracted an amazing amount of attention and interest. It is #13 on a list of Top 50 New Management Books for Entrepreneurs and was featured in Redbook and on many business websites. read more »

Lassus Part Of Series Wi$e Up Teleconference Calls

02/21/2006

Diahann W. Lassus, CFP®, CPA/PFS, practitioner and President of Lassus Wherley, will be one of three speakers in the first of the 2006 series of Wi$e Up Teleconference Calls presented by The Women's Bureau, U.S. Department of Labor. read more »

Lassus Article In The NJ Society of CPA Magazine

01/01/2003

Diahann W. Lassus, CPA, CFP™ practitioner, and President of Lassus Wherley & Associates, P.C. authored an article for the Winter edition of the New Jersey Society of CPA Magazine. read more »