Diana Barrios

Diana brings over seven years of experience in financial services, specializing in wealth management, retirement accounts, portfolio management, and alternative assets, including precious metals. She has worked with more than 100 financial institutions, including Fidelity Investments, Vanguard, Charles Schwab, and TD Ameritrade, helping clients navigate account transfers, retirement planning, and long-term financial strategies.

She has overseen more than $1 billion in client asset transactions and is known for simplifying complex financial processes while delivering a smooth, client-focused experience. Diana believes wealth management is built on trust, clear communication, and strong relationships, and she is passionate about helping clients feel confident in their financial future.

She is currently pursuing her Bachelor’s degree in Business Economics at University of California, Los Angeles and holds an Associate of Arts in Economics from Santa Monica College. Outside of work, she enjoys classical music, golfing, and working part-time with children, bringing both professionalism and a personal touch to every client relationship.