Diahann W. Lassus

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Diahann W. Lassus, MBA, CFP®, CPA/PFS

President
Co–Founder

In 1985, Diahann W. Lassus co-founded Lassus Wherley, a wealth management firm with offices in New Providence, New Jersey and Bonita Springs, Florida.  Diahann is President and Chief Investment Officer (CIO).

 

 

 

 

 

 

 

Licenses, Degrees and Designations

  • CERTIFIED FINANCIAL PLANNER™ certification –CFP® Board of Standards, 1986
  • Certified Public Accountant – New Jersey State Board of Accountancy, 1992
  • Personal Financial Specialist – American Institute of Certified Public Accountants (AICPA), 2005
  • BS Management – Florida State University, 1976
  • MBA University of North Florida, 1977

Experience

Diahann held positions in accounting and line operations for Blue Cross Blue Shield, Xerox Corporation and AT&T from 1970 to 1984. She was the Field Operations Manager for the 1984 Summer Olympic Games in Los Angeles.

As CIO of Lassus Wherley, Diahann's responsibilities include direction of the investment group and serving as Chair of the Investment Committee.

Noteworthy Achievements

  • Top 100 Financial Advisors, Investopedia
  • Inaugural Commission on Standards, CFP Board, 2016
  • Inaugural CNBC Digital Financial Advisor Council, 2013-2014; reappointed 2014-2015, 2015-2016 and 2016-2017
  • Multiyear (2012-2017) Five Star Wealth Manager 
  • Most Influential Company President of the Year, USA, 2014 Wealth & Money Management Awards, Wealth & Finance International
  • Named to NJSCPA Inaugural CPA-List, 2014
  • Board of Governors of the Florida State University College of Business, 2013-present
  • New Jersey Society of CPAs "50 Over 50", 2013
  • 30 Most Influential- National Association of Personal Financial Advisors (NAPFA), 2013
  • Featured in book How Women Lead: The 8 Essential Strategies Successful Women Know, 2012
  • Participated on a panel discussion on sustainability at the 2012 London Olympics sponsored by Rutgers Business School's Thought Leadership Program
  • New Jersey Society of CPAs “2012 Women of Note”
  • Top 25 Leading Women Entrepreneurs & Business Owners in New Jersey-Own It Ventures and New Jersey Monthly, 2011
  • 50 Top Women in Wealth–AdvisorOne, 2011
  • Robert J. Underwood Distinguished Service Award –NAPFA, 2010
  • In May, 2010 honored at the Rothman Institute for Entrepreneurial Studies 20th Anniversary celebration as the inaugural speaker in 2004 for the Female Entrepreneurship Series. An edited version of her speech comprised a chapter in the book Entrepreneurship and Innovation: Global Insights from 24 Leaders commemorating the Institute's 20th anniversary.
  • Top 50 Women in Wealth Management –Wealth Manager, 2008, 2009, and 2010
  • TV Appearances on NBC’s The Today Show, My9/WWOR TV, American Public Media’s “Marketplace”, and CNBC
  • Contributed to Biz Brain articles in The Star-Ledger of New Jersey, on NJMoneyHelp.com and authored articles for Investment Advisor, AICPA Wealth Management Insider, New Jersey Business, and Garden State Woman. Authored a chapter for Inside the Minds: Wealth Strategies for Executives.
  • Worth Magazine’s Top Financial Advisors seven times beginning with the first list in 1994
  • Women of Influence in Finance – Women's Fund of New Jersey, 2007
  • Profiled in Dow Jones Investment Advisor, CPA Wealth Provider, Journal of Financial Planning and Financial Advisor
  • Participated on the Investment News Regulatory Roundtable, Journal of Financial Planning Economic Crisis Roundtable, and Dow Jones Interview Roundtable for Wall Street Journal Special Edition
  • Honored by Executive Women of New Jersey in their Salute to Policy Makers, 2006
  • Appointed by President Bill Clinton - Retirement Savings Summit, Washington, DC, 1998
  • Appointed by NJ Governor Christine Whitman - New Sources of Capital Board, 1996
  • Delegate to the White House Conference on Small Business, chaired the NJ Capital Formation Committee, 1995

Professional Affiliations

  • NJ State Chamber of Commerce Board of Directors, 1998-2004 and 2006-Present
  • Rothman Institute of Entrepreneurship Advisory Board, 2005 to 2015
  • A NAPFA Representative on the Financial Planning Coalition, 2007 to 2012
  • Board of Directors for the Center for Women's Business Research (1994 to 2012)
  • NAPFA National Board Chair, 2008-2009; Industry Issues Chair, 2006-2008; Public Policy Committee (formerly Industry Issues), 2006-Present
  • CFP® Board of Standards, Board of Governors, 1994-1997
  • National Advisors Trust Company Board, 2004-2008
  • President of the National Association of Women Business Owners (NAWBO), 1998-1999
  • Financial Planning Association and Financial Planning Association of New Jersey
  • NAPFA-Registered Financial Advisor
  • American Institute of Certified Public Accountants and New Jersey Society of Certified Public Accountants

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