Diana joined Summitry in 2020 as a Financial Planning Associate. She works across teams to collaborate and to provide advisory and planning support to the firm’s Financial advisors in constructing comprehensive financial plans that align with clients’ goals and needs.
Before joining Summitry, Diana worked with UBS Wealth Management at the San Francisco branch of UBS Financial Services, Inc., and prior to that, she worked as a Client Service Associate for Bordeaux Wealth Advisors providing relationship management for over 120 households. Diana graduated from California State University, Fullerton with a Bachelor of Arts in Business Administration in 2014.
Diana enjoys cooking and gardening during her spare time. She also lives in San Mateo, and being a Hawaii native, Diana enjoys spending time outdoors in nature with her family and dog.