Starting with an internship in 2016, Diana has quickly climbed through the corporate rankings, becoming a financial planner her first year in the business, and then being promoted to an Investment Specialist role for more than 100+ local financial professionals only three years later.
With an undergraduate degree in Finance from Florida Atlantic University, Diana was awarded Magna Cum Laude honors and received scholarships for her un-waivered academic discipline. She creates solutions for clients based off of research and academia, and continues her endless pursuit of knowledge. She obtained her Certified Financial Planner CFP designation and plans to pursue additional professional designations in the future.
In addition to her academic studies, Diana made it a priority to obtain all the licenses needed to offer her clients a comprehensive range of products. She makes sure that she is never biased towards any one product and is there to guide clients towards solutions that are truly aligned with their goals.
