Diversified Planning Strategies Advisors LLC

Theodore Fiore is a financial advisor at Diversified Planning Strategies Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLife Securities LLC, New York Life Insurance Company, and Citigroup Global Markets Inc. Fiore volunteers as a youth basketball coach at Saint Catherine of Siena School in Cedar Grove, NJ. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm uses third-party model portfolios managed by a sub-adviser and offers services such as discretionary portfolio management and broad financial planning.

Luke Papa is a financial advisor at Diversified Planning Strategies Advisors LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2022. Prior to his advisory role, he was affiliated with the University of South Carolina for four years. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm employs third-party model portfolios managed by a sub-adviser and offers services such as discretionary portfolio management and comprehensive financial planning.

Alyssa Loughlin is a financial advisor at Diversified Planning Strategies Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked at Spark Foundry for nine years and OMD for three years. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm uses third-party model portfolios managed by a sub-adviser and offers a range of services including discretionary portfolio management and broad financial planning.

John Papa is a financial advisor with Diversified Planning Strategies Advisors LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management and has been involved with Advanced Planning Strategies, doing business as Diversified Planning Strategies, since 1988. Outside of advisory roles, he is president of 1st Tee Investment Group LLC, a commercial building owner and manager. Diversified Planning Strategies Advisors LLC provides financial planning and portfolio management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm manages approximately $98 million across three advisors and employs a model portfolio approach through third-party sub-advisers and multiple external model providers.