Advice for Life
Providing personalized, goal-driven strategies for each and every client, the financial planning team at Diamond Financial Planning, a division of Diamond Credit Union, can assist you with a holistic plan for the future you envision throughout life’s financial milestones.
Contact any member of the Diamond Financial planning team today by emailing or calling them directly. Advisors serve specific branch locations as shown below, so choose the branch most convenient for you.
The Financial Planning Team:
Stephen Clark
LPL Financial Advisor
610-326-5490, ext. 2085
Serving Boyertown, Pottstown, and Royersford branches.
David DeLeon, CFP®
LPL Financial Advisor
610-326-5490, ext. 2709
Serving Exeter, Muhlenberg, and Tower Health Reading Hospital branches.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Diamond Credit Union and Diamond Financial Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Diamond Financial Planning and may also be employees of Diamond Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Diamond Credit Union or Diamond Financial Planning. Securities and insurance offered through LPL or its affiliates are:
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: Pennsylvania, Arizona, California, Delaware, Florida, Maryland, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, and Washington. Insurance licensed in Pennsylvania, Arizona, Delaware, Florida, New Jersey, Ohio, South Carolina, and Virginia. Please note that not all of the investments and services mentioned are available in every state or by every representative associated with this site.
Diamond Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
Need more information?
Contact a Diamond representative during normal business hours.