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. 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.
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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
- Financial Independence
- Retirement Planning
- Tax Optimization
- Equity Compensation
- Investment Management
- Portfolio Optimization
- Account Consolidation
- Backdoor Roth Strategies
- Mega Backdoor Roth Strategies
- Tech Benefits
- Real Estate Planning
- College Savings
- Knowledgeable
- Patient
- Thoughtful
- Practical
- Thorough
- Prepared
- Supportive
- Kind
- Honest
- Direct
- Approachable
- Nonjudgmental
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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.
Tailored advice balancing math and lifestyle
This was our first time working with a financial advisor of any kind; we consider ourselves pretty financially savvy and are well-versed in best practices around personal finance. Diana surprised us with the number of things that we could do to improve our finances and gave us valuable advice that was more tailored and appropriate for our situation and lifestyle. We appreciated how she had a calculator ready for each question to show us the trade-offs while also validating that some questions are not purely financial.
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.
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.