Diane McClusky, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Sustainable investing

About Diane

My name is Diane McClusky, and I am obsessed with leveling the playing field. I grew up in a traditional logging town in rural Southern Oregon, where blue collar meant you may or may not have enough to feed your family or pay your bills each month, and white collar didn't exist. My parents worked hard for everything they had; always modest quantitatively, but with the priceless biproduct of children who truly understood and embraced the value of honesty, knowledge and determination.

After attending the University of Oregon for biology and kinesiology, I earned a Doctor of Physical Therapy degree from...

Work History

  • Edward JonesJune 2021 to Current
  • Endurance Physical TherapyMarch 2014 to May 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Uni of St Augustine-Health SciDoctorate

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