Diana Andersen
Here to act in your best interests
About me
I prioritize trust and open communication when collaborating with my clients. My goals is to understand someone’s unique life circumstances to help make sure their financial strategies align with their long-term objectives. This goes beyond numbers; I emphasize on holistic wealth planning to foster lasting partnerships. While I love the work that I do with my clients, I also enjoy running, traveling, playing soccer and playing the flute!
Education
Attended - Western Governors University
Visit one of our Locations
San Francisco III - Santa Clara
3945 Freedom Circle
Suite 950
Santa Clara, CA 95054
Working with Us
Ìý
Certain services provided on an educational and guidance basis only.