Diane joined Ginsburg Financial Advisors, Inc. in April of 2015. Diane is responsible for supervising all administrative staff, human resources, and organizing office operations and procedures. Her goal is to help, guide and lead her team in providing exceptional customer service based on a deep understanding of our clients’ needs.
Diane has over 20 years of experience supporting senior executives in corporate and academic settings. She started her career at Citibank, NA in New York, working for the Utility Department West Coast team where she was quickly promoted from Administrative Assistant to Customer Service Representative before transferring to San Francisco to work in the Private Bank division of Citigroup. Formerly registered as a Representative (Series 7 & 63) and Notary Public, she supported a team of bankers within the Legal USA division, with $400MM in assets. Diane took a temporary break from work to raise her two children but kept her skills current by being an active parent and community leader. She served as Fundraising Chair and President for various community organizations and helped establish a 501(c)3 non-profit. Diane spent a short time as the Admissions and Administrative Assistant to a small private school upon her return to the workforce but quickly realized that her passion was in finance.
Diane received her Bachelor of Science degree from the University of San Francisco in Economics. She is currently pursuing a Master of Science in Financial Planning and Certified Financial Planner™ designation at Golden Gate University. She is a member of the Financial Planning Association (FPA) of the East Bay. Diane enjoys cooking, trying new foods, attending Broadway productions and spending quality time with her family, friends, two children and dogs.