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Diana Siler, FPQP

Client Services Director

About

Diana Siler is the Client Service Director at Sierra Oaks Financial Planning, where she plays a pivotal role in supporting Financial Advisor Bob McMahon and George Robertson in providing tailored financial services to clients. With a strong commitment to client satisfaction and a passion for helping individuals achieve their financial goals, Diana leverages her expertise and the Financial Paraplanner Qualified Professional™ (FPQP®) designation to enhance the client experience.

Diana graduated from Sacramento State University with a bachelor's degree, laying a solid foundation for her career. With five years of experience, she has developed a deep understanding of the industry. Known for her professionalism and dedication, Diana is a vital asset to the Sierra Oaks Financial Planning team and is committed to fostering lasting client relationships.

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Inc., member FINRA/SIPC

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