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 the United States of America is where I belong.

I love to travel. I’ve been to most countries in Europe. I’ve been to several countries in South America and Asia, cruised in Antarctica and by Cape Horn, crossed the Drake Passage twice, explored Patagonia, and the Falkland Islands, but I’m far from being done. The world is super fascinating to me, and 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 far away, or unable to talk to the people that rely on me with their financial affairs. 

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.

Diana Apostolova, Investment Consultant

My professional mission is to encourage my clients to live financially stable.

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 provide help with 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 also vacuums the office when she has to.