Diane Reed

Financial Advisor
Personal CFO

Diane has been licensed for 14 years.  Prior to joining LPL she has held positions at Fidelity and Merrill Lynch.  She holds FINRA series 7 and 63 through LPL Financial and the series 65 through WCG Wealth Advisors, LLC.  Communication and customer education are important to Diane as she believes these are the foundation to strong, long lasting relationships. She lives in Palm Springs with her husband Jack and their rescue dogs.

"Making a difference by building relationships of trust through education and guidance."