Diana is a Wealth Planning Associate at the firm where she helps families implement comprehensive financial plans that allow them to live their most fulfilling lives. Nothing brings her more joy than seeing others achieve their version of success.
Prior to joining the firm in 2021, Diana worked as an English Tutor with Alo 7 Online Tutoring and as a Student Consultant with Dowling & Yahnke Wealth Advisors. There, she led a team of students conducting research on ESG products in the market and the value proposition both for investors and advisors.
Diana received her Master of Science in Finance from the Georgetown University McDonough School of Business, and her Bachelor of Arts from the University of California, Los Angeles (UCLA), graduating with honors and dual majors in Psychology and Human Biology & Sociology.
During her undergraduate career at UCLA, she served as a Funding Committee Member for two years in student government, where she helped student organizations receive funding for events geared towards cultural and educational enhancement of the UCLA campus and the greater L.A. community. During her senior year, she also served as the High School Director for China Care Bruins, a mentorship program for adopted Chinese children ranging from elementary to high school, and as a Model Director for Fashion and Student Trends (FAST).
Diana lives in Miami, FL. In her free time, she enjoys working out, trying out new restaurants (and leaving reviews to uphold her Yelp Elite status), traveling, watching TV shows, and spending time with her family and friends. She loves listening to Latin music and, occasionally, you will catch her dancing salsa or bachata.