Charlie Hanna Diehl

Doer
DISC Type : ds

Founder & Wealth Management Advisor at Diehl Financial Services

Rochester, New York Metropolitan Area, United States

Overview

Charlie Diehl is the Founder of Diehl Financial Services and a Wealth Management Advisor with Northwestern Mutual, where he also serves as Growth and Development Director. A graduate of SUNY Brockport with a degree in Finance, he holds the RICP® designation and was named a 2026 Forbes Top Financial Security Professional.

Outside of his financial practice, Charlie is a family man who is passionate about farm life and horses. He enjoys spending time with his family and values incorporating them into his professional life, as seen when he brings his young son to the office.

He recently brought his 4-year-old son to the office for the day, who promptly took over his chair.

Personality Overview

Fast-paced

Deliberate Doer

Long-term Focused

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Comprehensive Financial Planning
He focuses on building long-term financial roadmaps for clients, covering everything from wealth accumulation and risk management to retirement distribution strategies.
Talent Development
As Growth and Development Director, he is actively recruiting and mentoring new financial advisors to help them build successful, high-performance careers.
Family & Fatherhood
He recently posted about his young son visiting the office, indicating that his family plays a central and important role in his life.

Media Appearances

Charlie Hanna Diehl - Financial Advisor - Northwestern Mutual. Featured in Northwestern Mutual

See Now

Work History

4-2025
Founder & Wealth Management Advisor at Diehl Financial Services
6-2024
Growth and Development Director at Northwestern Mutual
11-2022 - 8-2024
College Unit Director at Northwestern Mutual
12-2021
Financial Advisor at Northwestern Mutual
6-2020 - 1-2022
Financial Representative at Northwestern Mutual

Education

Finance from SUNY Brockport
High School Diploma from Hilton High School

More Information

Social Presence :

Prographics :

Exp : 5 Location : Rochester, New York Metropolitan Area, United States Job Level : Leadership Designation : Founder & Wealth Management Advisor at Diehl Financial Services
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Insights For Selling To Charlie Hanna

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlie Hanna is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Charlie Hanna

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Charlie Hanna move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Charlie Hanna take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Charlie Hanna

Personality Compatibility


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