Client Service Associate
Prior to joining Bordeaux Wealth Advisors, Diana worked for UBS in its wealth management department. During her time at UBS, she provided assistance and service to 300 households and high net worth individuals throughout the San Francisco Bay Area and Hawaii.
Diana graduated from California State University, Fullerton with a B.A. in Finance. She is currently working towards meeting the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.
In her free time, Diana likes to travel and cook. She currently resides in San Mateo and enjoys long walks with her dog.