DeFrate & Paavola is a boutique wealth management firm based in New York City, NY.  Diana DeFrate and Katriina Paavola are both CFP® professionals with over 35 years of combined financial experience.  Our services include:

  • Comprehensive financial planning
  • Investment management
  • Risk management services (Life insurance, Disability insurance, Long-term care)
  • Retirement planning
  • Pension services
  • Tax planning

Our mission is to help individuals and business owners achieve their goals by making smart financial decisions. 
Our philosophy is that money is a tool.  It helps you reach your life goals but is not an end goal in itself. 
Our success is measured by you achieving your financial goals.