Diane graduated from University of California, Riverside with a degree in Business Administration. Prior to joining Merrill lynch Wealth Management in 2015, Diane had over 10 year's experience in financial institutions in assisting unique wealth management needs of business owners and entrepreneurs. In order to serve clients, Diane leverages the investment insights of Merrill and access to the banking convenience of Bank of America to provide a breadth of financial services. Her focus is on developing tailored strategies for clients, their families and their businesses to help them pursue short- and long-term financial goals. Passionate about delivering excellent service, Diane works to help business owners save time, make more informed financial decisions and drive progress. Diane’s habit is singing and traveling with her family. Diane is also fluent in Cantonese, Mandarin, and English.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
