Dianna focuses on helping clients integrate their financial planning & investment management with the goal of better outcomes. “It’s great if you are getting solid investment returns, but that’s not the only financial ingredient that you need. If you aren’t saving enough in the first place or you don’t have good financial habits, you’re less likely to reach your goals. My passion is to help clients develop their financial goals, create an action plan and then help them navigate their financial opportunities and challenges along the way to their ideal life”.
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 of family, friends, entertaining, traveling and spending more time on my current hobbies as well as discovering new ones.
Dianna focuses on working with Women, Environmental Consultants, Engineers & Healthcare Professionals.
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