My experience as a certified public accountant (CPA), certified emotional intelligence (EQ) practitioner, and Certified Master Mind Magic Practitioner™ (CMMMP) are what qualify me, but my passion for bringing financial education to marginalized communities, the under-served, and anyone who needs it, is what drives me to help my clients reach their next level.
On paper, I'm a mindset coach who’s spent more than 20 years in financial services — at a Big 4 public accounting firm in San Francisco and Sydney, a boutique asset management firm in Seattle, and a vertically integrated real estate and private lending business in Redondo Beach, before most recently as Controller and VP of Fund Accounting and Finance at a private equity firm managing over 1B in AUM in Los Angeles. Off paper, I'm passionate about unlocking financial power for a diverse group of people to create a more inclusive future.
I am deeply committed to guiding entrepreneurs, businesses and individuals to achieve a wide variety of financial goals. I'm an investor, venture capitalist, and angel investor for aspiring female entrepreneurs.
I give back to the community by volunteering as a Board Member for the Point Foundation, a non-profit organization that empowers promising lesbian, gay, bisexual, transgender, and queer students to achieve their full academic and leadership potential – despite the obstacles often put before them – to make a significant impact on society.
Link to Diana's Donation Page for Point Foundation: DONATE
Who you've been is no indicator of who you could be.
If you don't like who you've been, it's within your power to change who you are.
You can blame school, teachers, or your parents for not teaching you finances, or you can educate yourself. You can blame your employer for an unfair salary, or you can start a business and give yourself a raise.
You have choices.
If we don't say yes authentically, we say yes resentfully, and that leads to far more problems than if we said no in the first place.
The best math you can learn is how to calculate the future cost of your current decisions.
the best math
I have a unique, built-in rapport with people because of my willingness to go first, to try all the new things, to learn and develop myself and my craft inside of the leap.
Knowing that I would only be able to take my clients as far as I was willing to go, I chose to become limitless, to expand constantly, to lead, boundlessly, in both my personal and professional life.
I’ve redefined fear as my own personal beacon of where to go next.
I’ve dismantled my old belief system and reconstructed a new one in support of the impact I’m here to make. I’ve curated a community of other unapologetic, limitless women on similar expandership trajectories. I’ve liberated myself from every previous version of me, undoing decades of programming and disempowering states, in order to become my own expander, as well as an expander for others.
Everyday, I create my own evidence of what’s possible. I choose to be the fullest expression of me – my MEest me, and I have a deep, burning desire for you to be the fullest expression of you, too – your YOUest you.
In a group or one-on-one, let's rewrite your money story and nurture your financial health & wellbeing together!
Ready to learn more or get started today? Go right to my calendar and schedule your free connection call!
From podcast appearances, to book recommendations, and other resources for you, go to the library for financial literacy!