Diana’s expertise lies in creating tailored solutions for business owners and individuals. Referencing her studies in Investments, Taxation, and Estate Planning, she is able to delve outside the world of simple market rates of return and venture into retirement planning and sophisticated tax strategies for businesses and high net worth clients. Her range of services stretch from the basics of setting up a Roth IRA for a client, to structuring a 401(k) plan for a business, to managing portfolios within an Irrevocable Trust.
With a Bachelor’s in Finance from Florida Atlantic University, Diana was awarded Magna Cum Laude honors and received scholarships for her un-waivered academic discipline. In 2019, the CFP Board granted her the CERTIFIED FINANCIAL PLANNER™ designation after her demonstration of competence in 72 principal knowledge topics, her completion of 6,000 hours of professional working experience, and her successful passing of a 6-hour comprehensive exam. 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. Diana creates solutions for clients based off of research and academia and makes sure that she is never biased towards any one product. She is there to guide clients towards solutions that are truly aligned with their goals.
Diana can help you and your clients with:
Individual brokerage accounts, joint brokerage accounts, revocable trusts, 529s, UTMAs
Roth IRAs, Traditional IRAs, Inherited IRAs, SEP IRAs, SIMPLE IRAs, 401(k)’s, 403(b)’s, 457(b)’s, Profit Sharing Plans, Money Purchase Plans, Cash Balance Plans, Defined Benefit Plans
CDs, Bonds, Stocks, Mutual Funds, Exchange Traded Funds, Unit Investment Trusts, Options, Real Estate Investment Trusts, Annuities, Managed Accounts.
Business Referral Group in Miami
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