Diane Bourdo Email and Phone Number
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Diane Bourdo personal email
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My career in the financial services industry started more than three decades ago, rising out of a keen interest in the stock market and investing. It wasn’t long, however, before I realized that financial planning was the world in which I could make a direct, positive impact on people’s lives — and thus, my role as a wealth manager at The Humphreys Group was born.Founded in 1983, The Humphreys Group is a women-owned and -operated wealth management firm that's passionate about helping women step into their financial power. We know that women are already good at money, which they see through our honest and empathetic approach to wealth management. We're also a champion of values-aligned investing and during the last 20 years have seen how ESG investing has become more compelling, rigorous and impactful. Our firm became a B Corp in 2020, joining a powerful community of for-profit companies using business as a force for good. Our mission has been featured in Forbes, the New York Times, the San Francisco Chronicle, Boston Globe, and more. In addition to holding the Certified Financial Planner™ designation, I earned a Master of Business Administration (MBA) degree in Finance from the Haas School of Business, University of California Berkeley. In 2018, I co-wrote the Book "Rewriting the Rules: Telling Truths about Women and Money." In 2020, I was named one of InvestmentNews' Women to Watch. I've been a speaker at events hosted by Ellevate, the Financial Planning Association, Charles Schwab, and 100 Women In Finance.
Treehouse Wealth Advisors
View- Website:
- treehousewealth.com
- Employees:
- 10
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Private Wealth AdvisorTreehouse Wealth AdvisorsCalifornia, United States
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PresidentHumphreys Group Jan 1989 - PresentSan Francisco, California, UsI’ve actually known for a long time now that I have the best job in the world! As President of The Humphreys Group Wealth Management, I work with clients to help them manage their financial lives. Although we serve a range of clients, our niche has always been helping women in transition tackle their unique challenges – whether it’s marriage, divorce, widowhood, inheritance or that first stock option grant.
Diane Bourdo Skills
Diane Bourdo Education Details
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University Of California, Berkeley, Haas School Of BusinessGeneral -
University Of Wisconsin-MadisonEnglish Language And Literature/Letters
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Uc Berkeley ExtensionPersonal Financial Planning
Frequently Asked Questions about Diane Bourdo
What company does Diane Bourdo work for?
Diane Bourdo works for Treehouse Wealth Advisors
What is Diane Bourdo's role at the current company?
Diane Bourdo's current role is Private Wealth Advisor.
What is Diane Bourdo's email address?
Diane Bourdo's email address is di****@****oup.com
What is Diane Bourdo's direct phone number?
Diane Bourdo's direct phone number is +141592*****
What schools did Diane Bourdo attend?
Diane Bourdo attended University Of California, Berkeley, Haas School Of Business, University Of Wisconsin-Madison, Uc Berkeley Extension.
What skills is Diane Bourdo known for?
Diane Bourdo has skills like Retirement Planning, Strategic Financial Planning, Investments, Portfolio Management, Estate Planning, Mutual Funds, Alternative Investments, Asset Management, Personal Finance, Retirement, Financial Advisory, Financial Planners.
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