Our Staff

Diana Chan, CFP® 

Diana's interest in saving and investing began at age 17 when her dad advised her to start saving in an IRA for retirement, before she even had a full time job!  She has seen first hand how valuable it is to begin saving systematically over a long period of time.  That, along with living below your means, are two of the keys of success for long term financial security.

Diana graduated from the University of California, Davis with a B.S. in Managerial Economics in 1992.  Immediately upon graduating, she began a career in financial planning.  She went on to complete the rigorous curriculum to become a CERTIFIED FINANCIAL PLANNER™ practitioner.   Diana truly enjoys working with her clients, many of whom have been with her for over 20 years.

Diana is committed to using her experience and knowledge to help you achieve your financial goals.  Acting with integrity and providing exceptional service are her main priorities.  

In her spare time, Diana enjoys photography, reading, and cooking.  She volunteers her time to the Boy Scouts, kids' schools, and club sports.  Diana, her husband Harry, and their three children live in San Ramon.