Diana is an Associate Financial Planner who enjoys working with couples and busy professionals looking for ease in their financial life. With keen listening and organizational skills, Diana helps clients navigate the complexity in their finances.
After completing her BA in Economics and International Studies and her MA in Demographics and Social Analysis at the University of California, Irvine, Diana worked in several industries before learning of financial planning. Diana’s passion for numbers and people led her from working in social services where she missed numbers, to population projections where she missed people, and finally to business analysis at a manufacturing company where something still felt like it was missing. As a financial planner she’s found the perfect fit between complex analysis and meaningful contributions to other’s lives.
Since being introduced to the Financial Planning Association while considering her career change, Diana has been an active member of FPA. In 2019 she volunteered to lead the task force to organize the 2020 and 2021 national NexGen conference for those in their first few years of their career. Due to the pandemic, Diana and the task force successfully navigated transitioning the conference into a virtual space.
Diana is passionate about addressing the needs for more diversity, equity, and inclusion (DEI) in the financial planning field and is part of RTD’s own DEI Committee. She also provides pro bono financial planning to the Spanish speaking community.
Outside of work, Diana loves to travel, meditate, dance, and is usually reading at least three different books.
Getting to know Diana
What do you enjoy most about working at RTD?
My colleagues are great! We are all passionate about helping clients achieve their best life. This makes coming to work really meaningful. Plus, we all want each other to live a great life so there’s plenty of fun.
What makes you good at what you do?
Curiosity. I love exploring the world around me and other people’s view of their world. I come to client interactions ready to listen, learn about their dreams, and to remind them of those dreams when making money decisions. I truly believe everyone can feel settled and confident in their financial life.
What’s the best piece of advice you’ve received?
I heard James Baldwin give this advice during an interview and I take it to heart: “Best advice I ever got was an old friend of mine, a black friend, who said you have to go the way your blood beats. If you don’t live the only life you have, you won’t live some other life, you won’t live any life at all. That’s the only advice you can give anybody. And it’s not advice, it’s an observation.”
What personal accomplishment are you most proud of?
I took a year-long sabbatical before becoming a financial planner – it was my 30th birthday gift to myself! During that time, I traveled all over, volunteered at a microfinance nonprofit in Costa Rica, spent quality time with family, passed the CERTIFIED FINANCIAL PLANNER™ exam, and drove from Mexicali, Mexico to my new home in South Philly.
What’s the most exciting vacation you’ve taken?
This is hard to pick… There was the time I went paragliding near Mont Blanc, the tallest mountain in Europe. Then there’s biking through thousand-year-old temples in Angkor Wat, Cambodia. Seeing the immense number of stars in Greensboro, Vermont. Singing “La Llorona” in the alleys of Guanajuato. Driving through a hailstorm between two semi-trucks in New Mexico. Getting lost in Venice, Italy and finding parking in Venice Beach, California have also been their own type of adventure.
Professional Designations & Memberships
Where to Begin When Saving for Your Child or Grandchild’s Education
As financial planners when one of us announces they’re expecting a baby congratulations are often followed by, “so when are you opening a 529 educational savings account?” College education is a big decision that we all have different takes on. Some people want to fully cover costs for their children, while others envision for it […]