Diane McCracken
CRD Number: 2530891Current Firm: Westhill Financial Advisors, Inc.
Compensation Model: Both
Diane McCracken, ChFC, C(k)P, leads the Taddei, Ludwig and Associates, Inc. Group Qualified Retirement Planning team. Her team provides research and strategic planning on a wide range of retirement options and services. Most recently she has received the C(k)P® designation, a certification specifically for 401k professionals awarded by the Retirement Advisor University at UCLA Anderson School of Management. Recipients are required to complete a rigorous course-load, specific to the continually changing and complex field of retirement planning.
Diane believes in continuing education and staying abreast of tax law changes that impact Qualified and Non-Qualified Retirement Plans. “My team’s goal is to become a valuable ally and timesaving resource, helping our clients develop and maintain the best qualified retirement plan for their situation.”
Diane began her professional career managing local savings and loan institutions. She later became a business banking officer for a local commercial bank. Her banking career spans a decade, from 1984 until 1994.
Diane joined the TLA team in 1994 and became a partner in 1995.
Diane holds the following credentials and professional designations:
- Chartered Financial Consultant (ChFC)
- FINRA Series 6, 7, 63, 65, and 24 securities registrations
- Qualified Plans Specialist (AXA Advisors, LLC)
- Certified 401k Professional C(k)P®
- Accredited Investment Fiduciary (AIF®)
California Insurance License Number: 0B45837
415-482-1561
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Taddei, Ludwig & Associates, Inc. | San Rafael, CA | Mar 2010 - Current | 14 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2007 - Jun 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- CA
- TX
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Total Assets Under Management589MILLIONS
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Total Number of Accounts1,165ACCOUNTS
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Average Account Value$505,377
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, HI, ID, NY, OR, TX, VA, WA
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Taddei, Ludwig & Associates, Inc., a Registered Investment Advisor. Cambridge and Taddei, Ludwig and Associates Inc. are not affiliated. CA Insurance License #0B45837.
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