Advisors at this firm
Luc L
Series 63, Series 65
East Norriton, PA
Diccianni Financial Group, Inc.
Luc Lawson is a financial advisor with Diccianni Financial Group, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Diccianni Financial Group since 2020 and concurrently at Leigh Baldwin & Co., LLC since 2020. Lawson's prior experience includes roles at 1847 Financial, IntePros Consulting, Medi-Dose Inc, and Indiana University of PA. He is also involved in life, accident, and health insurance activities outside of investment advisory. Diccianni Financial Group provides personalized wealth management, tax planning, and estate planning services to individuals, high-net-worth clients, and certain pension plans. The firm employs a strategic asset allocation approach using passive index funds and ETFs alongside select equities and actively managed funds, with portfolios monitored quarterly and tax considerations integrated into planning.
Cynthia D
ChFC®, Series 63, Series 65
East Norriton, PA
Diccianni Financial Group, Inc.
Cynthia Diccianni is a financial advisor at Diccianni Financial Group, Inc. with 26 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Prior to founding her firm in 2012, she has also been associated with Leigh Baldwin & Co., L.L.C. since 2001. She serves as vice chair of the Montgomery County Foundation, a nonprofit organization. Diccianni Financial Group provides personalized wealth management, tax planning, and estate planning services to individuals, high-net-worth clients, and certain pension plans. The firm employs a strategic asset allocation approach using passively managed index funds and ETFs, supplemented by select individual equities and actively managed funds, with portfolios that are globally diversified and regularly monitored.