Diana Ashbaugh
BFA™
State(s) Licensed: AZ, CA Insurance Lic. #4256146, CO, IL, MN, OR, TN, TX, UT, WA
Languages Spoken: Spanish
49 Discovery Suite 140
Irvine, CA 92618
State(s) Licensed: AZ, CA Insurance Lic. #4256146, CO, IL, MN, OR, TN, TX, UT, WA
Languages Spoken: Spanish
Clear Vision for Today. Unwavering Confidence for Tomorrow
No matter where you are in your career journey, whether you’re embarking on your first job or gearing up for the retirement you’ve always envisioned. I’m here to help you unlock financial opportunities that align with your unique goals, needs, and budget. I specialize in instilling confidence in your financial decisions, crafting strategic plans for future expenses, uncovering investment opportunities, and developing effective retirement strategies. Together, we’ll create a customized plan that empowers you to seize control of your financial future and realize your dreams.
Tailored Support for Everyone
Our office is located in Irvine, and we are proud to serve clients both locally and virtually. Regardless of your starting point, we are committed to guiding you every step of the way. We will develop a comprehensive plan that encompasses:
- Retirement income planning
- Retirement income accumulation and distribution
- Protection of your current and financial foundation
- Development of a tax-efficient retirement plan
- Life insurance strategies
- Investment strategies
- Business solutions
- Education funding strategies
- Extended care planning
- Estate planning strategies
- Charitable giving initiatives
We aim to provide tailored solutions that meet your unique financial needs and goals.
Collaborating with accountants and estate planning attorneys to develop and implement effective tax minimization and estate preservation strategies. This approach ensures you can confidently live your life while leaving a meaningful legacy for the people who matter most to you.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
