Dianna focuses on helping clients integrate their financial planning & investment management with the goal of better outcomes. “Focusing on aligning your goals, financial habits and investment returns is a key part of the work I do. Each client is unique in how they approach and think of money. My objective is to help you define & articulate your financial goals, create an action plan and then help you navigate the financial opportunities and challenges along the way”.
Dianna has been in the financial services industry since 1997 and serving her own clients since 2005. She holds a B.S. in Business management, the Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®) designations, CA Insurance License for Life & Health. She also holds her Series 7, 66, & 24 through LPL Financial.
What matters most to me?
My husband and kids are my heart. I love spending time with my family cooking, hiking, camping, snowboarding, playing music, board games & crafts. I’m a half-marathon enthusiast, avid book worm, love to entertain and dabble in cake decorating.
In my own retirement, I imagine a life full with 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 Families, Women Investors & professionals in the Environmental Consulting, Engineering, & Healthcare fields.
CA Insurance Lic# 0E98966
Community Involvement & Support:
- 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