Skip to content

Home
About
Coaches
Specialties
Programs

Financial Advisory Practice Management

33 coaches with this specialty

Diversified Professional Coaching

Founded in 2020 with a vision to help others release their full potential by linking diversified professional coaches with clients.

Serving:United States, Canada, Asia Pacific

Quick Links

Home
About Us
Our Coaches
Programs
Contact Us

Coaching Specialties

Communication Skills
Crisis Management
Diversity and Inclusion
Exit/ Succession Planning
Financial Advisory Practice Management
Leadership Development
Plan Development
Recruiting
Sales
Small Business Franchise
Speaking
Strategic Planning
Team Building

© 2026 Diversified Professional Coaching, LLC. All rights reserved.

Search by name, surname or credential…

Sort

Show

Showing 1–24 of 33

Frank Albano
MBA, CPBC
View profile
Guy Baker
PhD, CEPA, CLU, ChFP, CFP, RHU, CFWC, AEP, CPBC
View profile
Daralee S. Barbera
EdD, MEd, CFP®, CMFC®, CLF®, ChFC®, CEPA®, CPMBC®, CBLP®
View profile
Josh Chase
CPBC, CPMBC
View profile
Chia-Li Chien
PhD, CFP®, PMP®, CPBC
View profile
Alfonso Cobb
EdD, CPBC
View profile
Steven Crane
J.D., Ph.D., Ed.D., M.B.A., M.A., M.P.M., CPBC
View profile
Sally Facinelli
CFE, CPBC
View profile
George Fernandez
MBA, CPBC
View profile
Steven Galing
CPBC
View profile
J. Glynn
CPBC
View profile
Matt Hodson
MBA, CLU, CHFC, RICP, CASL, WMCP, CAP, CPBC
View profile
Sebastien Leblond
CPBC
View profile
Jennifer Lehman
JD, PhD, MPA, CFP, CAP, CPBC
View profile
Nick LoPresti
CPBC
View profile
Dee McCord-Ochoa
MSM, CPBC
View profile
Kimberly McGann
CLF, CPBC
View profile
Thomas Monaghan
CPA, MST, CPBC
View profile
DawnMarie Montgomery
CPBC
View profile
Betsy Nealon
CPBC, LUTCF, AAI
View profile
Jim Petersen
PhD, CPMBC, CPBC
View profile
Cindy Piva
CPMBC, CPBC
View profile
Jeffrey Rogers
CPMBC
View profile
Elizabeth Ruch
CPBC
View profile