With over 20 years of investments, financial, accounting and tax experience, I assist my clients with investment management, retirement planning, estate and tax strategies.
I was born in Bulgaria, lived in Malta and the UK, and in the year 2000 the USA became my home. I’m a Naturalized US citizen and super proud of it.
I love to travel. I’ve been to most countries in Europe, multiple times and travelled throughout extensively. I’ve been to several countries in South America and Asia. Loved Costa Rica. Cruised to Antarctica twice and walked on the Antarctic Peninsula, around Cape Horn, crossed the Drake Passage multiple times, explored Patagonia, went to the Falkland Islands twice, explored South Georgia Islands, was fascinated with the moai statues on Easter Island, the pyramids in Egypt, the roman ruins and desert in Jordan, the majestic rock Fairy Chimneys in Cappadocia in Turkey, travelled throughout Alaska and many US States, Canada, Iceland, and on and on, but I’m far from being done. The world is super fascinating to me, and I can’t wait to see as much of it, as I possibly can.
I work when I travel, (thank you Inventors of the internet, and the telephone, and all tech things for that matter), so I’m never too far away, or unable to talk to the people that rely on me for their financial needs. At the same time travelling gives me a bit of stress relief that I am constantly dealing with day and night, 24/7.
If you want to swap travel stories, or give me ideas where I should go next, call me at (585) 568-6656 or email me at dsa@RochesterInvestments.com.
My professional mission is to encourage my clients to live financially stable. Seeing my clients become more financially savvy makes me very happy to be part of their lives. I am happy to be part of their journey on earth, and I cry and miss them dearly when they pass away, as I’ve had some clients do.
I help and manage investment and non-investment accounts, and provide advice on:
- 401K and 403B plans
- Pension plans
- Retirement planning
- Trusts and Estate planning
- Tax planning
- Key employee benefits
- Buy – Sell agreements
- Business exit strategies
- Life insurance & Annuities
- Long Term Care insurance
- Group Benefits: Life, Disability Income, Dental and Vision Plans.
In addition, I can answer questions and provide advice on:
- Social Security
- Medicare
- Divorce and/or Loss of Spouse Planning
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Diana Apostolova has earned:
- Masters Degree in Financial Economics from the University of London, and a
- Bachelor Degree in Economics, Banking and Finance from the University of Malta.
She attended the “AXA At Retirement Wharton Program” at The Wharton School of the University of Pennsylvania, and was awarded the AXA title of Retirement Planning Specialist.
When she was affiliated with the Brokerage Industry she was required to maintain applicable FINRA licenses. She passed FINRA Series 7 & 66. Series 7 license is not a requirement for SEC registered advisors practicing out of NYS, therefore it’s current status is inactive.
She is a New York State registered Life Insurance Agent, and she’s able to answer questions about Annuities, Life Insurance, Disability, and Long Term Care Insurance.
Diana Apostolova is the founder and President of Rochester Investments, a SEC Registered Investment Advisor firm, but she would also clean the office if she has to.
