About Us
A family-owned legacy built on trust and financial prosperity. For over 3 decades, we have been dedicated to providing unwavering guidance in the realm of finance.
Since our establishment in 1985, dependability has been the cornerstone of our practice. We understand that financial decisions are deeply personal, and as a family, we extend that reliability to every client who joins our Diamond Financial family.
With a commitment to integrity, expertise, and tailored solutions, we navigate the complexities of finance alongside you, fostering a relationship rooted in confidence and reliability.
Join us today and embark on a journey towards a secure and prosperous future, guided by the values that family brings.
Dependability
Family Owned
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Christina Lewis
Founder - Financial Advisor
Since 1985, Christina Lewis has been advising retirees, young professionals, individuals, couples and widows/widowers how to protect and grow their assets through eliminating common financial mistakes and investing wisely.
Christina is a graduate of St. John’s University with a Bachelor of Science in Finance. During her college years, her father passed away and she watched her mother struggle with finances after his passing. She thought there must be a solution to the untimely demise of a loved one. This is when she decided to help other families plan accordingly to avoid the financial struggles that come with losing a family member. She went on to earn her Series 7, 63,65 as well as her Life, Annuities and Health insurance licenses.
Christina’s approach is simple and easy to understand. She identifies the weaknesses that exist in a plan and advises on how to correct it. An example of her goals is to help guide her clients during retirement to not outlive their money. Another example is to secure a Long Term Care plan in case of a health crisis of a loved one. She gives her clients the personal service they need by monitoring life changing events such as retirement, separation of households, new addition to the family or the aging of a loved one. She holds licenses in securities and insurance so she is able to grow and protect assets and monitor the entire plan. She works closely with her clients’ attorneys and accountants to assure that the financial plan works in conjunction with her client’s goals. Financial reviews are a prerequisite to making sure the plan is in line with the plan in place. If a life event takes place, such as a marriage, she is always ready to adjust the existing plan to reflect the change. Her passion for helping others in this financial role translates to the relationships she develops with the clients who become more than just a client. She becomes their Trusted Advisor.
Christina lives in Royal Palm Beach with her husband and has two daughters. Her oldest daughter works with her as an assistant and makes the office run smoothly. In her spare time, Christina loves playing tennis and spending time with the family.
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April Lewis
Office Manager/ Creative Director
April is a creative with strong skills in math, which she got from her mother, Christina. April focused on a career in photography for the first few years post-graduation, and has returned to a career where she can focus on her love of numbers and helping others, while still being able to create in her free time.
April grew up watching her mother run her own business as a strong, smart, caring woman and always doing the right thing for her clients in a field where trust is imperative.
April has a lengthy education in design and photography, which she has incorporated those strengths into Diamond Financial.
Christina and April, as mother and daughter, are proud to best serve their clientele with all of their financial needs.
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Philosophy and Guiding Principals
At Diamond Financial Planning & Insurance, LLC we are here to help you achieve wealth accumulation and retirement planning for individuals, families and small business owners. In today's volatile markets, families and business owners need a solid, trustworthy partner to help them plan and execute wealth accumulation and retirement income planning through all of life's cycles. Helping our clients with their needs, aspirations and expectations is our goal. We believe the ultimate goal of financial planning is to provide for our families, loved ones and give back to society. Our valued clients are friends and partners in the financial planning process.
Diamond Financial Planning & Insurance, LLC is here to help in resolving financial challenges for our clients that will create financial confidence and leave an enduring legacy for our loved ones and the communities we live in.