This is the Way: Cindy Diccianni of Diccianni Financial Group, Inc.

October 9, 2018 Emily Nguyen


this is the way cindy diccianni works

Before becoming a financial adviser, Cindy Diccianni spent 25 years as an operating room nurse.

 “At the hospital where I worked, we started an investment club to learn about the markets and investing,” said Diccianni. “Needless to say, I fell in love with investing!”

As a nurse, Cindy enjoyed working to help people get better and live better lives. Financial advising was just another way to leverage her passion for nurturing others.

Part of her journey into financial advising also stemmed from her parents going bankrupt in the 1970s after a failed business. It struck a raw nerve in Cindy. She hated that someone could work hard, but still fall into a bad financial situation.

“I swore I would never let this happen to anyone I knew, if I could avoid it,” said Diccianni. “If I could educate and help people navigate the complex maze of investment solutions and strategies, then I could help people build wealth over time and end up financially secure.”

A pivotal moment for her was when she took the leap to start her own financial advisory business. Although many people told her she would be great at this business, and she believed she could do it, the turning point was a conversation with her husband, Dan.

“He said, ‘If anyone can do this, it is you,’” said Diccianni. “He said he would work as many jobs as he could to keep us going and ‘My money is on you.’ How can you say no to that?”

At Diccianni Financial Group, Cindy enjoys the satisfaction of being there for her clients. Whether it’s portfolio strategies, building wealth, or making her clients’ retirement dreams come true.

“I just love all of it,” said Diccianni. “The satisfaction and security I can bring to my clients is just awesome.”

This is the way Cindy Diccianni works.

 

Location:

East Norriton, PA

Current Gig:

Financial Adviser (in my own independent advising firm); Chartered Financial Consultant (ChFC); Accredited Estate Planner (AEP); and Certified Long-Term Care (CLTC)

One word that describes how you like to work:

Collaboratively

Current mobile device:

iPhone 7

Current computer:

ASUS Laptop and Lenovo Desktop

Project(s) you’re currently working on:

Financial plans for clients which will control portfolio downside while capturing more upside returns and minimize risks.

I am on a board of directors for three local boards, and within these roles I am working on women’s issues through education and mentorship programs.

Accomplishments you’re proud of:

Creating an independent adviser firm; Obtaining my designation ChFC, AEP, and CLTC while keeping my nursing license active; Being awarded the “Women of the Year” by the Philadelphia chapter of WIFS; Named Alumni of the year (2012) for MCCC (Montgomery County Community College); Immediate Past President of the MCEPC (Montgomery County Estate Planning Council)

 

cyndi mccc nursing lounge
Cindy at dedication of nursing lounge at Montgomery County Community College
 

What are your goals for the next 12 months?

To bring more women into the financial advisory business. This business is a perfect fit for women who are willing to work hard and who want to be impactful to others. It is just a great business to be in.

What are your biggest professional challenges?

Definitely social media and keeping up with current trends. I read daily, the volume of pertinent information is important, and being mindful of current trends is critical.

What do you like most about your job?

Helping my clients achieve financial success and stability. It changes their lives forever and the lives of those they love.

Aside from your phone and computer, what gadgets can’t you live without and why?

None, not a big gadget girl.

What technology, apps, tools can’t you live without?

Outlook. The calendar helps me run my life. Also, the Laser app has streamlined my business.

Describe your workspace.

My office surrounds me with the things I love, pictures of family and friends. The sun rises on the side of my office and sets on the conference room across from my office. I spend a lot of time there and the office brings me peace. It is my home away from home!

How do you manage your to-do list?

Being a former OR (operating room) nurse, I learned early on in my life how to prioritize important tasks. Those get done first. The more time intensive issues get done in my do not disturb environment after hours or on Fridays. Home “think tank time” is critical.
 

cyndi diccianni husband

Cindy and husband Dan

 

What’s your best time-saving tip or hack?

Overview the coming week on Friday afternoon. This way I know what will work the best and plan the upcoming week. I try to keep Mondays open because it is the most chaotic day of the week for us.

What’s the first thing you do when you get in the office?

Turn on my computers and make coffee.

What is your best everyday habit?

I think my best everyday habit is walking my dogs in the morning. It gives me time to enjoy my neighborhood and just being outside.

What are you currently reading?

Just finished Jane Blaufus’s With the Stroke of a Pen.

Favorite social network?

LinkedIn

Coffee or tea?

Definitely coffee

Night owl or morning person?

Morning person

What are you watching on Netflix right now?

Not watching Netflix now

How do you decompress?

I love the beach, it allows me to decompress

What gets you out of bed in the morning?

I generally wake up between 4 and 5:30 a.m. My alarm clock is Sebastian, our little dog!

What does a typical day look like for you?

Up early reading, checking emails, get to the office between 8:30-9:00 a.m. Sometimes I have later client appointments that get me home at 8:00 p.m. or later or events in the evening. Dinner with my husband by 6:30 – 7:00 p.m. most evenings.
 

cyndi diccianni conference
Cindy and friend at conference

 

Who are your business idols and why?

That’s a tough one. I love women who are survivors. Some of my colleagues in this profession, Angie Ribuffo, Kathleen Godfrey, Sheila Stith, Karen Roberts, Susan Combs, are strong professionals who care about their clients and who never compromise their integrity.

They have the Oprah effect.

What is your motto or personal mantra?

“Never fear failure.” Failure is the stepping stone for great success. All I have achieved has come from a failure event. You have to have grit in life.

What’s the best advice you’ve ever received?

It was actually from a former teacher who said to me in high school, “You can do anything you put your mind to!”

Don’t let the failures define you, let them be the fabric of your landscape. Anything is possible in life.

If you could switch jobs with someone, who would it be?

No one, I have the greatest job of all!

Who would you like to see in the future This is the Way post?

Sheila Stith of Stith Associates, Kathleen Godfrey of Godfrey Financial Associates, Karen Roberts of Emerald Financial Group.

About the Author

Emily Nguyen

Emily Nguyen supports the implementation of ITC’s marketing efforts, including producing product newsletters and other customer communications, managing multiple social media profiles, and writing and reviewing content. She has a bachelor’s degree in public relations from Texas Tech University. Emily enjoys social media, exploring Dallas-Fort Worth, and spending time with her husband and their dog.

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