Diana Louie
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Diana
Biografía
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, and 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 look forward to discussing opportunities available for your unique situation to help you become more confident about your financial future. Ultimately, I want to help my clients use money to live a more purposeful and intentional life.
Puedo ayudarte con
Me gusta trabajar con
Lo personal
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!
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Tax Optimization
- Backdoor Roth Strategies
- Mega Backdoor Roth Strategies
- Equity Compensation
- Restricted Stock Units
- Employee Stock Purchase Plans
- Retirement Planning
- Financial Independence
- Early Retirement
- Portfolio Optimization
- Asset Allocation
- Investment Strategy
- Knowledgeable
- Clear
- Practical
- Thoughtful
- Patient
- Kind
- Compassionate
- Approachable
- Thorough
- Well Prepared
- Efficient
- Organized
Ordenar reseñas
Filtrar por tipo
Exactly What We Needed for Our FI Journey
We had a fantastic experience working with Diana! We came into our meeting looking for a second set of eyes on our financial strategy and left feeling so much more confident about the path we’re on. She helped us identify several things we can take action on right away, including Backdoor Roth and Mega Backdoor Roth strategies, and also helped us think through how to approach future RSUs and ESPP shares through my husband’s job. She was incredibly knowledgeable, practical, and easy to talk to; she took some fairly complicated topics and made them feel very manageable. We also really appreciated that she understood the Financial Independence (FI) path we’re working toward and provided additional resources to help us continue learning and refining our strategy. We got exactly what we were hoping for from the session: validation that we’re doing a lot of the right things, clarity on a few areas we can optimize, and concrete next steps we can implement immediately. Highly, highly, highly recommend Diana, especially for anyone pursuing FI or looking for thoughtful, actionable guidance around tax-advantaged investing and equity compensation!
Diana was great at making abstract, difficult d...
Diana was great at making abstract, difficult decisions full of tradeoffs more concrete and easy to process, with clear breakdowns in a simple spreadsheet. She also took into account the human psychology factor (what we want to do, what we value) in financial planning and decision making. We both work in tech and her experience with tech compensation and benefits is a great bonus. Note: I've asked many top AI models similar questions, built FIRE calculators, etc. but some things just make more sense chatting with a human who also understands other humans :) I highly recommend working with Diana even when you think you already have all the information.
Love having an optimized portfolio thanks to Diana
This was my second meeting with Diana, and just like last time, she didn't disappoint. I consolidated most of my investments to one company, as she had previously recommended, so we spent most of the time evaluating my portfolio. She gave me clear, actionable steps for how to optimize it not only for my eventual early retirement but also for my future self in 20 to 30 years. She really went above and beyond with her advice, which I really appreciate. I'm currently taking a break from work after being laid off, but I'll meet with her again once I land a new job to strategize on how best to handle my income, benefits, and 401(k), or to figure out how to make sure I have enough cash to last longer if I don't find another job by then. Really appreciate her expertise!
Great Tailored Financial Advice
Working with Diana was a wonderful experience from start to finish and we would highly recommend working with her. As young professionals with a strong handle on personal finance and an interest in early retirement, we were looking for help beyond the basics. Diana was remarkably efficient, meticulous with detail, and exceptionally clear and logical in her explanations. She provided tailored recommendations and options we were unaware of that will very clearly save us tens of thousands of dollars in the future in our first meeting. She helped us walk through the financial options, but also personal considerations and recommended discussions for us to reach clarity. Diana provided a very thorough follow-up email afterward was thoughtful and helped us make the most of our session. We are thankful for her help and look forward to meeting with her again in the future.
Worth every penny
My husband and I view ourselves as relatively adept when it comes to personal finance but after the chaos of getting married, having children, and moving, we wanted a professional look over of our finances. In our very first meeting, Diana called out something that easily surpassed the cost of hiring her. She was helpful in figuring out where to consolidate things and how to focus our savings as we prepare to go work-optional. We talked through the whys of our asset location and risk profile and also the whys of our savings in general. She made sure to focus on getting us “rich” in every sense-financially, professionally, and personally. It wasn’t just a focus on the dollars but also on working towards a happy, fulfilling use of our time. We left every meeting with homework and things to discuss about our financial philosophies. We highly recommend Diana!
Happy in Colorado
Diana communicates clearly and focuses on my questions and concerns. She does not have an agenda of selling us something, as financial advisors so often do. The detailed email summarizing the session and providing a to do list is really helpful.
Diana met us where my fiancé and I were in our ...
Diana met us where my fiancé and I were in our financial journeys. Topics ranged from blending finances to 1099 tax and Solo 401K options. She handled everything perfectly and in ways that were digestible. We would definifly recommend her to anyone seeking financial advice
Feeling positive after meeting!
Diana was friendly, easy to talk to and answered all my questions. She also gave recommendations for things I wasn't even thinking about. I feel like I have a clear list of things to do and a plan for the future. It was the first time I felt really positive after meeting with a financial person. Will definitely meet with her again!
Great Experience for Family & Future Planning
Diana was fantastic! We wanted help planning for our future family and getting set up before we have kids. She was quick, responsive, and took the time to answer all of our questions in an objective way to give us financial clarity on what made the most sense for our situation. She was very patient, understanding, and honest. We were able to walk away with actionable advice to improve our financial situation from investing selections, accounts for our baby, and making sure we feel ready and prepared. Thank you so much for your expertise! It felt like she met us exactly where we are.
My meeting with Diana blew me away!
My meeting with Diana blew me away! I can't believe how much we fit into one hour without it feeling rushed at all. She gave me incredible, direct, actionable advice and it was just what I needed. We were able to cover new strategies for my real estate situation and retirement goals and actions. I look forward to booking Diana again and highly recommend her!
Preguntas frecuentes
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.