Diane L. Graca, CFP®, AIF®, AEP®, CLTC

Diane L. Graca, CFP®, AIF®, AEP®, CLTC

Investment Advisor Representative

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Phone: 508.226.2140
Fax: 508.226.1000
E-mail:
 

Diane L. Graca has been associated with Centinel Financial Group, LLC since 1995. She was recruited by her former business partner, Albert Kandarian, Jr., CLU, ChFC, who, after 54 years of service, retired and transitioned his practice to Diane in 2018.  Diane takes a holistic approach to financial planning by utilizing a comprehensive financial analysis to assist her clients in creating a sound plan for accumulation, distribution and legacy planning. She provides personalized service to individuals, small businesses and families (including multiple generations).

Diane is active in the financial services industry. She is a member of the Massachusetts Chapter of the Financial Planning Association and the Rhode Island Chapter of the National Association of Insurance and Financial Advisors. Diane is a board member and past president of the Bristol County Estate Planning Council, and maintains membership in the National Association of Estate Planning. Diane speaks to various organizations on the topics of financial planning, long-term care, estate planning and financial literacy.

Diane received the Series 6 and 63 securities registrations in 1996, her CFP designation in 2002, and the Series 7 securities registration in 2003. She completed her CLTC designation through the Corporation for Long-Term Care Certification in 2006, her Accredited Estate Planner® designation in 2011 and her Accredited Investment Fiduciary® designation in 2016.

Diane is equally involved in her local community. Her belief that financial planning begins with financial literacy has led her to volunteer her time teaching financial education to high school students and be active in the Second Half Adult Education program teaching financial and estate planning.

Diane prides herself on her integrity and dedication to making a difference in the lives of the people she meets. She lives in Somerset with her husband, John, and daughters, Alyssa and Cassie. She enjoys reading, traveling, spending time with family and watching New England sports teams.