Dianne Woon has been working in financial services for over 20 years after a storied career in software development in the Silicon Valley. Living in the East Bay for the past 30 years, Dianne is familiar with all types of small businesses, employers and the best spots to go this side of the bridge. She is married and the proud mother of two recent college graduates. Hailing originally from Hong Kong, her passion to help others succeed financially through practical and useful tools has allowed her to build a flourishing business where she gets to embark on solving unique problems every day. Everyone has their own story and Dianne wants to help add the fiscal pieces so that you, your business or your family only have to worry about the experiences you want to have and the life you want to live. Leading and living by example, Dianne and her family invest in experiences and are blessed to have traveled separately and together all over the world to places like Italy to Nepal to Japan. Dianne is focused on providing you with the best resources and tools to send you off on your next adventure and support you right by your side the whole way.
Only a CERTIFIED FINANCIAL PLANNER ™ professional, or CFP ® professional will handle your financial planning. These certifications represent a qualified level of financial knowledge and experience.
CERTIFIED FINANCIAL PLANNER™
“The CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® certification marks are financial planning credentials awarded and owned by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience, and ethics requirements.”
Source: Certified Financial Planner Board of Standards, Inc. (www.cfp.net)
ACCREDITED INVESTMENT FIDUCIARY
Since October 2002, the Accredited Investment Fiduciary® (AIF®) designation has been the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF mark successfully complete a specialized program on investment fiduciary standards of care and subsequently pass a comprehensive examination. AIF designees demonstrate a thorough understanding of fi360's Prudent Practices for investment advisors and stewards.
AIF® Item Writer: Dianne Woon was selected in 2023 as a contributor to the Accredited Investment Fiduciary (AIF®) designation program based on merit. In her capacity as an Item Writer, Dianne Woon helped ensure the validity of the designation by developing, reviewing, and updating exam questions to test candidate knowledge prior to achieving certification; consequently, she is not eligible to take the examination or provide candidate training until February 2026.
Source: Fiduciary360, LLC (www.fi360.com)
Source: Financial Industry Regulatory Authority, Inc. ( www.finra.org)
