Diana is a partner with Cube Financial Partners. She and her team are focused on developing meaningful, long-term relationships with her clients to help them define and meet their financial goals. Diana uses custom approaches to client portfolios and prides herself on providing a high level of personal attention to her clients. With over 15 years of experience as a financial advisor and a CERTIFIED FINANCIAL PLANNER™ professional with Equitable Advisors she uses custom approaches to client portfolios and prides herself on providing a high level of personal attention to her clients.
With an approach centered around goals-based advisory, Diana has an innovative focus on financial planning for small business owners, independent contractors, medical and dental professionals, and high net worth individuals. Her focus is educating and empowering her clients, helping them clarify their goals, and ultimately helping lead them to their financial dreams. She incorporates innovative financial products, tax optimization techniques, estate planning approaches, business succession, and integrated planning services. This creates a holistic and balanced financial advisory experience which helps dental professionals protect, grow, and preserve their wealth, thus contributing to their financial well-being and prosperity.
Diana graduated Magna Cum Laude with double degree in Finance and Computer science and achieved a designation of CERTIFIED FINANCIAL PLANNER™ professional in 2011.
Diana and her husband, Henry have two daughters and live in the northern suburbs.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Cube Financial Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE- 158762 (02/21) (exp. 02/23)
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Cube Financial Partners, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.