Diana Ashbaugh
Financial Advisor
.
BFA™
About Diana Ashbaugh
I love being in the role of "coach". My journey to being a Financial Advisor at Thrivent goes back to a previous profession where I started to identify how different every family's needs are. My coaching began with counseling struggling families caring for their sick children at Stanford's Lucile Packard Children's Hospital. With that experience, and children of my own, I understand the diversity of a family's needs and how to deal with the unexpected, all the while helping individuals and families achieve growth and prosperity.
With my family—my husband, daughter, son, and...
My qualifications
- Bachelors of Psychology, University of California
- Investment Adviser Representative
- Securities Industry Essentials
- Agent
- Investment Company Products and Variable Contracts Limited Representative
- General Securities Representative
- CA Insurance Lic. #4256146
My state licenses
- Arizona
- Colorado
- Illinois
- Minnesota
- Oregon
- Tennessee
- Texas
- Utah
- Washington
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
