Diana Wolf

Diana began her career in the financial industry in 2006 at AG Edwards & Sons. She remained with the company through multiple mergers from Wachovia Securities to Wells Fargo Advisors. During her time, she was determined to learn all aspects and roles of financial management, from client associate to management.  She is now proud to call Pacific Coast Capital Management her own and help to build the next generation of wealth advisors and inspiring women in the industry.

She values hard work and strives to be her clients’ “go-to” advisor who can address all their wealth management needs, simplifying the complexities so they can focus on what matters most.  Throughout her career she has taken this approach to successfully create long lasting relationships with her clients and their families.  Through comprehensive financial planning, taking a holistic approach and partnering with her clients’ other professional advisors, which include CPAs, estate planning and business attorneys, she continues to gain the trust and confidence of her clients. She also works proudly with institutions and non-profit organizations throughout her career in multiple facets including helping boards navigate investment policies during development through execution, investment management and education.

She currently holds her series 7, 66 registrations through LPL Financial and California Insurance License. She is also a current candidate for the Certified Investment Management Analyst® (CIMA®) certification.

In addition, Diana enjoys giving back to the community having served, volunteered and donated to many local non-profits including Ronald McDonald House, Boy and Girls Clubs of Long Beach (current Board Member), Pathways to Independence (current Board Member), Non-Profit Partnership (past president) and CSULB to name a few.

In her spare time, Diana enjoys spending time with family and friends, golfing and traveling. She has completed five marathons including Long Beach’s 30th anniversary and currently looking for the next run to take on.

CA Insurance License # 0L24607