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About Pamela Diamond

Pamela Diamond, CPA/PFS has been a Certified Public Accountant for over 25 years. For many years she had been providing financial planning and investment management services for close friends and family. The impetus to expand her operations came after observing more than a few income tax clients being sold inappropriate investment vehicles by seemingly “honorable” financial professionals. They came to her for help, and she could not refuse.

After obtaining the necessary training and financial planning credentials, her business expanded rapidly, due to her ability to incorporate her clients’ financial goals, tolerance for risk, and personality characteristics into a financial plan that truly puts the client’s needs first. Her ability to articulate the intricacies of the financial market into easily understood concepts, and her accessibility and availability to answer any and all questions, is highly valued by her clients.

Ms. Diamond feels very strongly that those who need financial planning advice the most are very often the ones who are least likely to receive it. Mandatory investment minimums, revenue goals, and commission-based recommendations soured her on the concept of joining a “full service” financial planning firm. Instead, Pamela offers “as needed” advice on an hourly basis, as well as traditional investment management and financial planning services. Her clients range from those who are just starting on the road to financial security, with only $10,000 in an IRA, to those who are comfortably retired with millions in retirement assets. All clients receive the same in-depth, personalized service, provided by caring, committed professionals.

Pamela Diamond was a past co-chair of the Personal Financial Planning Conference for the New York State Society of CPA’s. She has been an active member on this committee for many years, as well as serving on the Eldercare Services Committee. She frequently speaks on a variety of topics, from financial planning for senior citizens to career opportunities for young female CPA’s in the financial services industry. She has been published in the CPA Journal, as well as local periodicals, and she has been quoted in the New York Daily News and Newsday. A longstanding  member of the NY Daily News Tax Panel as well as the Newsday Tax Practitioner Panel, she was also a pro bono volunteer at ground zero for small business victims of 9/11, Pamela strongly believes in providing expert advice to all who desire it, regardless of their ability to pay. Pamela is an active member of the American Institute of CPA’s, the NYS Society of CPA’s, the National Conference of CPA Practitioners, the National Association of Female Professionals, and has served on the Executive Board and as Treasurer of numerous local charitable and civic organizations.

 IMPORTANT DISCLOSURES Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.  

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