Diana Louie
Financial Planner
The Hour
- Ask a financial advisor anything about investing in one hour
- No commissions, products, or sales pitch
The Plan
- An 8 week program to achieve a strategic plan for your financial life
- Get an 8+ page financial plan
- $0 due now, pay after your 1st meeting
The Ongoing
- Ongoing support and accountability when you need it
- Quarterly video calls & unlimited emails
- Annual 2 page financial checkup
About Diana
Bio
I don’t just build portfolios, I also help build exits. As a former tech professional, I engineered my own financial independence by using the exact wealth-building strategies I now teach my clients. I enjoy working with those who are open to some unconventional, highly effective strategies. If personal finance feels overwhelming, I can simplify. My goal is to empower my clients. I have personal experience with many investment strategies: retirement accounts, equity comp, real estate, tax savings, HSA, 529, and transition from tech to a part-time retirement career I love. As a mom, I find great joy in helping parents because I believe true generational wealth is when adults pass down financial literacy to the next generation. I look forward to discussing opportunities available for your unique situation to help you become more confident about your financial future. Ultimately, I believe money is a tool to help us live a more purposeful and intentional life. I’d be honored to help.
I Can Help You With
I Enjoy Working With
Personal Stuff
I'm a mom of 4; a recent college grad, jr at USC (Fight On!), high schooler & homeschooled cockapoo. When I'm not learning or teaching financial strategies, I enjoy Family Fun Friday (18+ yr tradition), taking daily walks with my husband (of 24 yrs) to reach my daily 10k step goal, and finding yummy eats near and far. Our family mission is to "be the light" to others (on Halloween and every day). I'd be honored to help make your finances brighter!
Education & Designations
Experience
Reviews
Clients say
Reviewers mention
- Financial Planning
- Retirement Planning
- Financial Independence Planning
- Early Retirement Planning
- Tax Optimization
- Investment Management
- Portfolio Optimization
- Equity Compensation
- RSUs And ESPPs
- Roth Strategies
- Mega Backdoor Roth
- Backdoor Roth
- Knowledgeable
- Thorough
- Thoughtful
- Clear Communicator
- Patient
- Kind
- Compassionate
- Approachable
- Practical
- Straightforward
- Honest
- Direct
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Great Experience!
Diana was really amazing - knowledgable and able to explain exactly where I was financially and what the plan going forward should look like. I also appreciated the thoughtful approach to understanding where I was and how I wanted to retire in a manner beyond simply money and expenses. Her approach is straightforward and smart - she was exactly who I needed for advice and planning.
Fantastic - we will continue to work with Diana!
Great conversation - Diana took our specific situation into consideration and was thoughtful about suggesting very concrete next steps. Will definitely work with her in the future!
A True Strategist
Right away, Diana was able to really go in depth with the type of questions we had and was well prepared for the call. She had examples ready to go, visual representations, and was thorough in her explanations. We work in tech and were really struggling to understand how to take advantage of benefits employers offer. I also had other questions related to debt. She helped us come up with an exact action plan on what we needed to do to get where we needed to be. We felt great and well-equipped after our call, and plan to schedule with her again soon!
Great first meeting
We had one meeting so far with Diana, but intend to continue our relationship after making the financial moves that she suggested. She understood our situation immediately and was very helpful in advising on things we could do now as well as getting us to see the big picture. Very frank and clear advice.
Great experience
Diana was great! She took the time to review what I sent ahead of the meeting, explained everything clearly, and at a level that we could understand. She provided her rationale for everything, including trade-offs. I would definitely recommend her and plan to follow up with her.
Wish we'd done this years ago!
My husband was initially skeptical when I signed up for an advisor through Nectarine, but after the call, he immediately said "I wish we'd done this sooner. Imagine if we had this conversation 5 years ago?!" We met with Diana for the 1-hour financial review to discuss tax optimization, long-term wealth building/wealth management, and blindspots in our portfolio. She was fantastic, thorough, and provided excellent feedback on opportunities for us to optimize our portfolio. We had a ton of questions, which Diana patiently answered. She also helped walk us through one of her recommendations (Mega Backdoor Roth), which my husband successfully set up on the call. I'll be setting mine up today. Diana balanced strategy and execution, provided clear and simple recommendations, and sent thoughtful notes for next steps. I was so energized I couldn't sleep, and I'm looking forward to following through with her recommendations before our next call.
Diana definitely gave me a lot to think about! ...
Diana definitely gave me a lot to think about! even a week later I am still working my way through the advice
Diana genuinely wants to set you up for success!
I had an excellent experience working with Diana. From the beginning, I could tell she was genuinely excited to help me become more confident and financially independent, and that she truly wanted to set me up for long-term success. She took the time to understand my full financial picture, my current financial literacy and explained everything in a way that felt clear, practical, and approachable. We covered a lot, from RSUs and retirement contributions to Roth strategies, my HSA, taxes, and investing. She always took a moment to check if I was comfortable with the strategy she was proposing before proceeding. She helped me understand not just what I could do, but why certain strategies made sense for my situation and goals. What really stood out to me was how thoughtful and invested she was. I never felt like I was getting generic financial advice or being rushed through a checklist. She was enthusiastic about helping me make the most of what I’ve built while also making sure my financial plan supports the life, travel, and experiences I want to enjoy now. Her follow-up after our meeting was incredibly thorough, with clear action items, resources, and topics for us to revisit, which made it much easier to turn our conversation into actual next steps. I left our meeting feeling much more informed, empowered, and excited about managing my finances. I’m really looking forward to continuing to work with her and would wholeheartedly recommend Diana to anyone looking for a knowledgeable, thoughtful, and genuinely caring financial coach.
this is exactly what I was looking for. Diana i...
this is exactly what I was looking for. Diana is a great resource and well worth the money. I would encourage anybody on the fence to go ahead and go through with it.
Excellent
Diana was very informative, knowledgeable and helpful. I 100% recommend her.
Frequently Asked Questions
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.