Dianna is a CERTIFIED FINANCIAL PLANNER™ practitioner and also holds the Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®) designations. She holds her Series 7, 66, & 24 through LPL Financial, a CA Insurance License for Life & Health, and a Bachelor’s of Science in Management.
I was recruited into this career by my in-law’s financial advisor. Each meeting he would tell me I should be a financial advisor. I thought he was just being nice. After a few years of encouraging me to change careers, we had “the talk” when he told me all the reasons, he thought I should be an advisor. The next week, I started the path towards becoming an advisor and haven’t looked back.
What matters most to me?
I love spending time with my husband, children & two dogs. I also love cooking, camping, snowboarding & playing music. I’m a half-marathon enthusiast, avid book worm & love to entertain.
In my own retirement, I imagine a life full with volunteering, entertaining family & friends, traveling the world and spending more time on my current hobbies as well as discovering new ones.
Dianna focuses on working with Busy professionals who want to grow their wealth, enjoy a fulfilling retirement and pass on a legacy.
CA Insurance Lic# 0E98966
Community Involvement & Support:
- Folsom Chamber Commerce Board of Directors
- Folsom Chamber Commerce Chairman’s Circle
- Commissioner for the City of Folsom Library
- Children’s Miracle Network
- Jones'n for a Cure Annual Golf Tournament
- Folsom's Hope
- Folsom's Community Service Day
- Together We Rise
Featured in City of Folsom's October 2022 issue: