Merle R. DiVita, CFP, CIMA

Merle R. DiVita, CFP, CIMA Dynamic public speaker and founder of SWAN Investing®. Securities and Advisory services offered through LPL Financial, a registered investment advisor.

This trademarked philosophy is designed to guide her clients towards their goal to SWAN (Sleep Well At Night). Member FINRA/SIPC. www.finra.org and www.sipc.org. Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or tra

nsact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​ For a list of states in which Merle is registered to do business, please visit: www.MerleDiVita.com

Life changes. Your protection plan should keep up.Life insurance can help provide financial security for the people you ...
09/01/2026

Life changes. Your protection plan should keep up.

Life insurance can help provide financial security for the people you love, whether you're growing a family, planning for retirement, or thinking about the legacy you want to leave behind.

This Life Insurance Awareness Month, take a moment to review your coverage and make sure it still aligns with your goals.
Learn more: https://www.merledivita.com/

🌟 Whether your retirement dreams include travel, family time, or a new adventure, having a plan matters. Discover key st...
08/28/2026

🌟 Whether your retirement dreams include travel, family time, or a new adventure, having a plan matters. Discover key steps for building a retirement income roadmap that works for you. 🔗 Read and learn more in our latest blog.

Women: Map your plan for retirement income now, so you don't fall short later.

♀️ Financial independence is one of the most powerful forms of empowerment.Women's Equality Day recognizes the progress ...
08/26/2026

♀️ Financial independence is one of the most powerful forms of empowerment.

Women's Equality Day recognizes the progress women have made while highlighting the importance of continuing to build confidence and security through education, planning, and informed financial decisions.

Visit www.MerleDiVita.com to learn more about building a financial future on your terms.

❤️ A lifetime of experience deserves to be celebrated.National Senior Citizens Day is a reminder to honor the wisdom, re...
08/21/2026

❤️ A lifetime of experience deserves to be celebrated.

National Senior Citizens Day is a reminder to honor the wisdom, resilience, and achievements of older adults who have helped shape our families and communities. Their lessons continue to inspire future generations.

Discover how personalized financial planning can help support your long-term goals at www.MerleDiVita.com.

📈 Are you and your spouse making the most of your retirement savings? A simple 401(k) coordination strategy could help c...
08/17/2026

📈 Are you and your spouse making the most of your retirement savings? A simple 401(k) coordination strategy could help couples maximize employer matches and keep more money working toward their future. 📖 Read more.

For couples looking to maximize their retirement savings, coordinating their 401(k) contributions could save them hundreds of dollars annually.

👨‍👩‍👧‍👦 In today’s digital world, protecting your child’s identity is more important than ever. Learn simple steps you c...
08/12/2026

👨‍👩‍👧‍👦 In today’s digital world, protecting your child’s identity is more important than ever. Learn simple steps you can take to help safeguard their personal information and reduce the risk of identity theft. 📖 Read more here.

Children can be prime targets for identity theft but parents can take action to protect their child's personal data.

📚 Great books have the power to challenge our thinking and expand our perspective.Whether you're reading for knowledge, ...
08/09/2026

📚 Great books have the power to challenge our thinking and expand our perspective.
Whether you're reading for knowledge, inspiration, or enjoyment, lifelong learning is one of the best investments you can make in yourself. Every page offers an opportunity to discover something new.

Courage, sacrifice, and service deserve our deepest gratitude.On Purple Heart Day, we honor the brave men and women who ...
08/07/2026

Courage, sacrifice, and service deserve our deepest gratitude.
On Purple Heart Day, we honor the brave men and women who were wounded or made the ultimate sacrifice while serving our country. Their dedication and commitment will never be forgotten.

💼✨ Success looks different today. More professionals are building careers around the lives they want to live, prioritizi...
08/05/2026

💼✨ Success looks different today. More professionals are building careers around the lives they want to live, prioritizing flexibility, purpose, and personal fulfillment. 📖 Read more here.

The future of work is giving people greater flexibility to choose where they live, how they earn, build careers and redefine success on their own terms.

Life is better with the right people by your side. 🤝Friendship Day is all about celebrating the connections that support...
07/30/2026

Life is better with the right people by your side. 🤝
Friendship Day is all about celebrating the connections that support us, lift us up, and make everyday moments more meaningful.

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Ventura, CA

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