Diane DeStefano, CFP®, Vice President & Wealth Manager. Ms. DeStefano joined Charter Trust Company in June 2000 and is located in our Concord Office. Charter Trust Company is privately held and works confidentially with high net worth individuals and families to: increase wealth through asset allocation, investment management, charitable giving and family portfolios; protect wealth through legal structures and administration; and transfer wealth through estate plans, family strategies, education and philanthropy.
Ms. DeStefano has over 23 years experience in investments and financial planning. She received her Associate’s Degree from Rivier College in Nashua, NH, a Bachelor’s Degree from the University System of New Hampshire, Durham, NH, and obtained a Certificate in Financial Planning from Merrimack College in North Andover, MA. She has received the designation of Certified Financial Planner CFP® from the Certified Financial Planner Board of Standards, as well as the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers.
Ms. DeStefano currently serves on the Centennial Senior Center board located in Concord, New Hampshire.
