Diane Bourdo, CFP | Source | Private Wealth Advisor at Treehouse Wealth Advisors
Diane Bourdo, CFP
My career in the financial services industry started more than three decades ago, rising out of a keen interest in the stock market and investing. It wasn’t long, however, before I realized that financial planning was the world in which I could make a direct, positive impact on people’s lives — and thus, my role as a wealth manager at The Humphreys Group was born.
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The Humphreys Group
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Treehouse Wealth Advisors (https://treehousewealth.com/)
Private Wealth Advisor
started Jan 2025
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Nine Book Recommendations From Advisors to Get You to the End of Summer
Non-fiction about happiness, purpose and the psychology of money, a thriller from David Baldacci and more.
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The Women’s Guide to Financial Independence
Women face challenges when striving to become financially independent. Learn about investing, budgeting and money-management skills with expert insight and resources.
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It’s important to note that in fiscally unequal relationships, it’s not about the money. It’s about our underlying values. This may sound ridiculous, but here are a few scenarios where our values and views are having a bigger impact on the relationship: You and your friend or partner are moving into an apartment together. One of you can afford $800 and the other only $500. How do you manage this? Your friend has invited you to a destination celebration, all expenses paid. How do you feel about the situation?
