Diana ParkVerified

Certified Financial Planner

Wealth Management Advisor

58Trusted

4.8

(247 reviews)· 18 yrs experience

San Francisco, CA 94105(415) 555-0203 Website

AI-Powered Summary

Diana Park is an experienced Wealth Management Advisor based in San Francisco, CA, with 18 years of professional practice. 100% of clients rate their experience positively, citing Wealth Management and Retirement Planning as standout strengths. Their Trust Score of 91 reflects a strong reputation across multiple review platforms.

About

I help high-net-worth individuals and families build lasting wealth through strategic investment planning, tax optimization, and comprehensive financial planning.

Specialties

Wealth ManagementRetirement PlanningTax StrategyEstate Planning

Education

M.B.A.

Stanford University

2006

B.S. Economics

UC Berkeley

2004

Licenses & Certifications

CFPCFASeries 65

Trust Score Breakdown

58Trusted

Review Volume1/25

Rating Quality25/25

Platform Diversity4/20

Verified Credentials20/20

Response Rate8/10

Reviews (247)

Thomas Brennan

Google

2 years ago

Transformed our financial future

Diana has been managing our family portfolio for 5 years. Our returns have consistently outperformed the market and her tax strategy saved us over $40,000 last year.

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