Fernanda Diniz
Family Office AccountantFernanda is a Family Office Accountant based in our Boca Raton, FL office and working closely with our NYC and Melville, NY offices. In this role, she manages client requests, maintains financial records, and handles daily account functions alongside the broader family office accounting team.
Fernanda brings experience in both audit and tax across industries such as healthcare, financial services, government, and manufacturing, previously holding roles at RSM, Citrin Cooperman, and Deloitte. With both a bachelor’s and master’s degree in accounting, she is currently working towards her CPA licensure.
Passionate about professional development, networking, and mentorship, Fernanda co-founded her school’s Women in Finance club and served as VP of Professional Affairs and Operations for FIU’s chapter of NABA. She is a professional member of both The Association of Latino Professionals for America (ALPFA) and the National Association of Black Accountants (NABA). She is also a travel enthusiast and proud dog mom.
Previous Experience
- Audit Intern at Deloitte LLP
- Global Tax Intern at H&CO
- Audit Intern at RSM US LLP
Education & Credentials
- BA, Florida International University, Accounting
- MA, Eastern Washington University, Accounting
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
