With over 10 years of experience as a Financial Advisor, Diana has extensive proficiency working with a diverse set of insurance and investment products. Diana is focused on developing meaningful and long term relationships with her clients to help them define and meet their financial goals. She uses custom approaches to client portfolios and prides herself on providing a high level of personal attention to her clients. Diana has a dual BA Degree in Finance and Information Systems for the University of Illinois in Chicago. She has earned her Certified Financial Planner (CFP) in 2011. A native of Belarus, her family moved to Israel and then the United States. She speaks English, Russian & Hebrew.
Securities and investment advisory services offered through Equitable Advisors (212-314-4600Call: 212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.