As an account executive and financial planner, Diana is responsible for maintaining client relationships, recommending suitable investment strategies and developing tailored financial plans. Prior to joining Adviser Investments in 2016, Diana worked on the client service teams at Income Research + Management and Windhaven Investments. She graduated from Virginia Tech with a B.S. in biology and chemistry, and she earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2020 and her Certified Divorce Financial Analyst (CDFA®) in 2021. Diana is an avid runner and teaches group fitness classes in her spare time.
Pay yourself first. Set aside a portion of each paycheck—no matter how small—and save it. Not only does this form good habits and ward off temptation of unspent money burning a hole in your pocket, but you will be surprised at how quickly that money accumulates!
85 Well Avenue, Suite 109Newton, MA 02494
* All times are EDT
Cash Flow Planning
Social Security Analysis
Employee Benefits Maximization
For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.
Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.