Kathy Diduch, CFP® in

Kathy Diduch, CFP®

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President/Owner at East Texas Wealth Planning Advisors, Inc.
📍 Tyler, Texas, United States

Kathy Diduch is the President and Owner of East Texas Wealth Planning Advisors, Inc., with over 20 years of experience specializing in retirement planning. A graduate of the University of Texas at Tyler, she is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plans Specialist dedicated to comprehensive, long-term client relationships.

Interesting fact: Kathy is a member of Ed Slotts Elite IRA Advisor Group℠, a prestigious organization of financial professionals dedicated to being leaders in IRA education.

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Experience
37 Years
Current Role
President/Owner
Location
Tyler, Texas, United States
Personality Overview

How Kathy 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 Kathy cares about

Retirement Planning
Has specialized in retirement planning for over two decades, helping clients assess their financial goals for a more secure future.
Holistic Wealth Management
Focuses on structuring client portfolios using income tax strategies, risk management, and estate planning tools for a comprehensive financial picture.
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Career

Work history

2002
President/Owner
East Texas Wealth Planning Advisors, Inc.
1993
CERTIFIED FINANCIAL PLANNER tm Practitioner
Lincoln Investment
1990
Business Owner
Wealth Planning Advisors, Inc.
1989 - 1993
Registered Representative
Investors Brokerage Services, Inc.
In the press

Media appearances

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Education
1984 - 1987
Bachelor of Business Administration (BBA)
University of Texas at Tyler
Social presence
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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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