Diana brings over 36 years of experience to Western Wealth Management. After working in the financial industry for corporations for 33 years, in August 2016, she realized that with her expertise & compassion for helping clients pursue their financial goals she became an Independent Financial Advisor with LPL Financial. She specializes in working with clients in navigating through the world of investing and financial planning. Diana believes that every client is unique, and she helps them understand the importance of making appropriate investment decisions that fit their needs. Diana finds her work rewarding in the aspect of making a difference in the lives of her clients in meeting lifestyle goals while preparing for college education, retirement & living in retirement.
Diana holds the following securities registrations: Series 66 held with Western Wealth Management, and Series 7 & 63 held with LPL Financial and is currently registered in the following states: CO, WY, MT, CA, TX, MA, SD, NM, AZ.
She also holds state, life and long-term care insurance licenses.
Diana is a Colorado native and lives in Arvada, CO. She loves to travel & the outdoors along with enjoying time with her three adult children and large family.
WESTERN WEALTH MANAGEMENT
440 Indiana Street | Golden, Colorado 80401
Phone / Fax: 720.212.0291