Charlie Hanna Diehl in

Charlie Hanna Diehl

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Founder & Wealth Management Advisor at Diehl Financial Services
📍 Rochester, New York Metropolitan Area, United States

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.

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Experience
5 Years
Current Role
Founder & Wealth Management Advisor
Job Level
Leadership
Location
Rochester, New York Metropolitan Area, United States
Personality Overview

How Charlie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Charlie cares 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.
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Career

Work history

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

Media appearances

Charlie Hanna Diehl - Financial Advisor - Northwestern Mutual. Featured in Northwestern Mutual
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Education
Finance
SUNY Brockport
High School Diploma
Hilton High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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