About
Diane has over 20 years of experience in the financial industry. She began her career in Citibank, NA in their New York office before transferring to San Francisco to work in the Citigroup Private Bank division. After taking time away from her career to raise her two children, Diane reentered the financial services industry in 2015, joining Ginsburg Financial Advisors. She supervised all administrative staff, human resources, client service, and office operations. Her mission has always been to lead and support her team in delivering outstanding customer service, grounded in a deep understanding of each client’s unique needs.
Diane joined Wealth Enhancement Group in 2022 through its acquisition of Ginsburg Financial Advisors. She remains deeply committed to partnering with her client service team, lead advisor, and clients to create meaningful financial strategies that empower individuals to achieve their life goals.
Diane enjoys the outdoors, traveling, cooking, attending Broadway productions and spending quality time with her children and dogs. She has served as fundraising chair and president for various community organizations. Diane is currently pursuing her CERTIFIED FINANCIAL PLANNER™ certification.
Education
- MS, Financial Planning, Golden Gate University
- Graduate Certificate, Financial Life Planning, Golden Gate University
- BS, Economics, University of San Francisco
Resources from Diane Garcia
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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Schedule an initial consultation