Broker Check
Diana Martinez

Diana develops long term relationships with her clients, which consist of dedication, integrity, and commitment to them, their families, and businesses. Her initial purpose is to coordinate and integrate all aspects of their personal and business finances. Diana's specialty is to examine all areas of the client’s financial picture to integrate each facet into a unique strategy to fit the client’s goals. Strategies consists of helping to eliminate financial threats, improving decision making, and building & retaining wealth with balance.

Education and Training:

  • University of Texas at Dallas: Business Management
  • Brookhaven College: Associate in Science
  • Extensive experience, background and certification in Financial Strategies, Commercial/SBA Lending, Mortgage/Consumer Lending, Real Estate Development, Protection, and International Commerce

Specialized Services Offered:

  • Estate Planning
  • Retirement Planning
  • Personal Financial Engineering
  • Asset Maximization
  • Pension Design and Administration
  • Cash Flow Analysis
  • Insurance Planning and Design
  • Family Business and Succession Planning
  • Executive and Group Benefits

Community, Charitable or Professional Organizations/Associations:

  • AOF (Academy of Finance): Board Member
  • NAHN (National Association of Hispanic Nurses) Westchester: Member
  • NAHN (National Association of Hispanic Nurses) New York City: Member

Financial Representative of Guardian. CA Insurance License #4250362