Diane Compardo

Meet Diane.

Diane Compardo advises senior executives, entrepreneurs, professional athletes, and multigenerational families with substantial wealth. Her work combines comprehensive financial planning with family office services. Drawing on a public accounting background, she helps clients coordinate financial priorities through the Moneta team she founded, with attention to both current needs and future generations.

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Areas of focus

Comprehensive financial planning · Family office services · Multigenerational wealth planning

Credentials recorded in sources

CPA, CFP, PFS, AWMA

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Moneta

5 listed professionals

Moneta provides financial planning and family office advice through partner-led teams. Its services address investments, retirement, taxes, estate planning, and charitable goals, with coordination for the needs of families and business owners.

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