Diane Greer, CRPC®, AIF®
- FINRA Series 6, 7, 63 and 66 securities registrations through Commonwealth Financial Network as well as applicable insurance licenses.
- Chartered Retirement Planning CounselorSM professional through the College for Financial Planning in Denver, Colorado
- Kiwanis Club of Zane Grey Country – Treasurer
After graduating from UCLA with a degree in economics, Diane started her career in the investment arena in 1983 working for an investment management firm in Los Angeles. Working with that firm for more than 20 years, she held positions ranging from senior trader to vice president in charge of asset allocation. Diane brings a diverse investment and financial background, as well as a strong focus on client service with a passion for helping people reach their financial goals.
Having earned the Chartered Retirement Planning Counselor (CRPC®) designation in 2017, Diane works closely with our advisors and clients to create and maintain their financial and wealth plans. She also provides support to the advisors in the advanced administrative management of client accounts.
Diane has lived in the Rim Country since 1998. She appreciates the beauty of the Rim Country outdoors by fishing, hiking, gardening and her newest passion- birding. She enjoys volunteering in the community and has helped in several local schools. She is also an active member of the local Kiwanis Club.