Diana Nzau
Senior Associate
Diana is dedicated to helping clients and participants by providing them a range of retirement education programs. She leads group and individual sessions on topics such as plan benefits, investment strategies and retirement readiness, ensuring that everyone has the knowledge they need to make informed decisions about their financial future.
Before stepping into her role as a financial coach, Diana gained extensive experience in the finance industry, working with investors at all stages of their financial journey. From assisting high net worth clients with complex estate planning and wealth management to guiding new investors on the basics of retirement planning, she has a well-rounded background in financial education.
Diana holds a Bachelor of Science in international business, finance and economics, along with an Associate in Science in psychology from New Mexico State University. She also earned an Associate in Arts in Spanish from Universidad de Malaga. Diana is licensed with FINRA Series 7, 63, and 66, and is based in Scottsdale, Arizona
Before stepping into her role as a financial coach, Diana gained extensive experience in the finance industry, working with investors at all stages of their financial journey. From assisting high net worth clients with complex estate planning and wealth management to guiding new investors on the basics of retirement planning, she has a well-rounded background in financial education.
Diana holds a Bachelor of Science in international business, finance and economics, along with an Associate in Science in psychology from New Mexico State University. She also earned an Associate in Arts in Spanish from Universidad de Malaga. Diana is licensed with FINRA Series 7, 63, and 66, and is based in Scottsdale, Arizona
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
