Diana Ashbaugh

Financial Advisor

State(s) Licensed:   CA Insurance Lic. #4256146, IL, MN, OR, TN, TX

Phone 650-438-8518

49 Discovery Suite 140
Irvine, CA 92618

Diana Ashbaugh

State(s) Licensed:   CA Insurance Lic. #4256146, IL, MN, OR, TN, TX

Dreams Meet Strategy

I help people turn dreams into reality through personalized financial coaching. Financial plans are for everyone, not just something reserved for the wealthy. As a licensed Financial Advisor, I help my clients focus on strategically investing in their life and ambitions while meeting their current needs. I am here to help you thrive over the long haul. I will guide you through the twists and turns of life and the market based on your priorities and core values.


I have my SIE, Series 6, Series 7, Series 63, and Series 65 licenses. These all equip me to help you:

·       demystify your finances

·       address your concerns about investments and debts

·       answer questions about the market and investment tools

·       develop a sound financial strategy for you and your loved ones.

With just a little bit of time together, we can chart a bright future for you!

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Irvine Office



M – F: 9 a.m. – 5 p.m.