Diane Greer, CRPC®, AIF®
Associate Advisor
- FINRA Series 6, 7, 63, and 66 securities registrations through Commonwealth Financial Network, along with applicable insurance licenses.
- Chartered Retirement Planning CounselorSM professional certified by the College for Financial Planning in Denver, Colorado.
- Accredited Investment Fiduciary® (AIF®) designation.
Diane began her investment career in 1983 after graduating from UCLA with an economics degree. She worked for an investment management firm in Los Angeles for over 20 years, holding various positions such as senior trader and vice president overseeing asset allocation. With a diverse investment and financial background, Diane is dedicated to providing exceptional client service and assisting individuals in achieving their financial goals.
Since 1998, Diane has been a resident of Arizona, where she cherishes the natural beauty of the outdoors through activities like fishing, hiking, gardening, and birding—her latest passion. She also values quality time spent with her family, both in Arizona and Texas. Additionally, Diane actively participated in the Kiwanis Club of Zane Grey Country for a decade.