Diana is the founding partner of Cube Financial Partners, Inc. and works with Surgeons Capital Management in the Midwest. She and her team are focused on developing meaningful, long-term relationships with her clients to help them define and meet their financial goals. As a member of Equitable Advisors’ Hall of Fame with over 15 years of experience as a financial advisor, Diana 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 services, Diana has an innovative focus on financial planning for small business owners, medical professionals, and/high-net-worth individuals. Her focus is on 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 strategies, business succession, and integrated planning services. This creates a holistic and balanced financial advisory experience that helps clients protect, grow, and preserve their wealth, thus contributing to their financial well-being and prosperity.
Diana graduated Magna Cum Laude with a double degree in Finance and Computer science from the University of Illinois and achieved the designation of CERTIFIED FINANCIAL PLANNER™ professional in 2011.
California Insurance License Number 4211636.
CFP® and CERTIFIED FINANCIAL PLANNER™ 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.
Cube Financial Partners, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.