Diana Kahn
The Financial Pharmacist · Aventura, Florida
Diana Kahn is a fee-only financial advisor at The Financial Pharmacist in Aventura, Florida, who holds the CFP credential. Diana charges a flat fee or retainer and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | The Financial Pharmacist |
|---|---|
| Based in | Aventura, Florida |
| Fee model | Flat fee or retainer |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 2875777 |
| Exams passed | Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thefinancialpharmacist.com |
| Profile |
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Questions about Diana
Is Diana Kahn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diana holds no broker registration, and The Financial Pharmacist reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Diana charge for financial advice?
Diana charges a flat fee or retainer.
Where is Diana Kahn based?
Diana Kahn is based in Aventura, Florida.
What does Diana specialize in?
Diana's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Diana Kahn hold?
Diana Kahn holds the CFP credential.
Is Diana Kahn registered with the SEC?
Yes. Diana Kahn is registered as an investment adviser representative in FL (CRD 2875777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Diana Kahn?
Through Diana's website, www.thefinancialpharmacist.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Financial Pharmacist website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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