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 early retirement 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. My goal is to empower my clients by simplifying complex financial strategies. I have personal experience with many investments vehicles: retirement accounts, equity comp, real estate, tax savings, HSA, 529. I successfully transition from tech to a retirement career I'm passionate about. 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 want to help my clients leverage money to live a more purposeful and intentional life. I look forward to discussing opportunities to help you become more confident and excited about your financial future. If I don't accomplish that, please ask me for a refund.
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
- Tax Optimization
- Retirement Planning
- Early Retirement Planning
- Financial Independence
- Portfolio Optimization
- Investment Allocation
- Roth IRA Strategies
- Equity Compensation
- RSU And ESPP Planning
- Tech Benefits
- Account Consolidation
- College Savings
- Knowledgeable
- Thoughtful
- Practical
- Prepared
- Thorough
- Patient
- Clear
- Kind
- Warm
- Supportive
- Honest
- Direct
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Friendly, insightful, and helpful conversation!
I had a great conversation with Diana. She was friendly, knowledgeable, and insightful. She came to the meeting very prepared, having reviewed my accounts and statements. She addressed my pointed questions about a new home purchase and GSU vests/sales. Then she gave some sound advice about Backdoor Roth IRAs and laid out a clear path to optimize our contributions. I've managed our finances by myself for a long time, and generally felt confident doing so. My Nectarine meeting with Diana was exactly what I needed to verify I was on the right track and gain a little professional edge, without a huge time or financial investment. I walked away from this meeting feeling even more confident. Thanks, Diana!
Glad we found her.
Diana was fantastic to work with. She was thorough, patient, and provided insight to each scenario we presented. We covered a lot in the hour and would highly recommend her. In an hour we covered: options, mortgage, budgeting, brokerage positions, tax strategies, IRA, backdoor Roth, 529s and Trump accounts.
Clarity
I’ve been feeling excited about self managing my portfolio, but a bit scattered. She helped bring focus to my situation, assess priorities and some factors that were dragging some aspects of my future plans.
Strategic and Thorough!
I always leave our sessions with my questions answered with a strategic path forward.
Follow-Up Meeting
This was my follow-up meeting with Diana to ensure that everything we discussed originally was on track. It was awesome to be able to confirm we were doing things correctly, ask clarifying questions, and she helped ease any concerns. Always feel heard and validated and I am so grateful she’s helped so much get our finances on track.
Great experience!
Diana tackled all of our pressing questions and engaged patiently in a back and forth and adapted her advice to our needs and preferences. We would happily work with Diana again in the future!
Focused, efficient, clear advice.
I had a very specific, short term need and Diana was an excellent help. She sought relevant context and influencing factors before providing advice. Her questions were clear and allowed the two of us to develop a concise action plan to meet my short term needs. In the process, we did not ignore big-picture, longer-term aspects so we could make smart decisions around the immediate need. I will definitely be returning to Diana for guidance once I'm ready to re-evaluate my full, longer-term plans.
She did a great job summarizing our meeting an ...
She did a great job summarizing our meeting an offering steps we could implement. She also did a list of follow up meeting items.
Diana helped us build confidence.
Diana was knowledgable and supportive. She helped us feel build confidence in our current financial situation, and take some straightforward but important steps to manage a one-time financial events and plan for our growing family.
Invest in Yourself - Book Diana
Diana was able to help me "re-wire" my thinking when it comes to my overall financial health. By default I want to silo funds; save these funds in a high-yield account for this intended purpose, maximize dividends on this account, build college savings in this account, etc. However, it's all just money. We are either lenders or investors of our own funds. The concept of lender/investor made everything click for me. Diana also took the time to listen and understand my goals instead of just providing a formulaic answer given my age and income. You can read endless books, query AI, and read blog posts by anonymous humans regarding personal finance, however, sometimes all you need is 1 hour with a real human who listens.
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.