Diane McCracken ChFC, C(k)P®, AIF®

 

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Diane McCracken, ChFC, C(k)P, AIF®  leads the Taddei, Ludwig and Associates, Inc. Group Qualified Retirement Planning team. Her team provides research and strategic planning on a wide range of retirement options and services. Diane has earned the C(k)P® designation, a certification specifically for 401k professionals awarded by the Retirement Advisor University at UCLA Anderson School of Management. Recipients are required to complete a rigorous course-load, specific to the continually changing and complex field of retirement planning.  Most recently, Diane earned the Accredited Investment Fiduciary AIF® designation giving her the ability to assist plan sponsor fiduciaries with implementing a prudent process for managing qualified retirement plan programs to fulfill their duties to the standard of care required by law.  Taddei, Ludwig & Associates is a co-Fiduciary on all group programs.

Diane believes in continuing education and staying abreast of tax law changes that impact Qualified and Non-Qualified Retirement Plans. “My team’s goal is to become a valuable ally and time saving resource, and to help our clients develop and maintain the best qualified retirement plan for their situation.”

Diane began her professional career managing local savings and loan institutions. She later became a business banking officer for a local commercial bank. Her banking career spans a decade, from 1984 until 1994.  Diane serves on the Board for Wednesday’s Gift, a local community outreach non-profit.

Diane joined the TLA team in 1994, became a partner in 1995, and is the firm’s Chief Compliance Officer

Diane holds the following:

Industry Designation:

  • Chartered Financial Consultant (ChFC)
  • Qualified Plans Specialist (AXA Advisors, LLC)
  • Certified 401k Professional C(k)P®
  • Accredited Investment Fiduciary (AIF®)

Qualifying Examination:

  • Series 65 – Uniform Investment Advisor Law Examination
  • California Insurance License # 0B45837