Diane Williamson Email & Phone Number

As the Director of Operations for Mission Wealth, I am responsible for developing and implementing the firm’s policies and procedures, with an emphasis on compliance and regulatory issues. I gain great satisfaction from helping others. It is important to me that our clients feel well cared for and that they have confidence in the services we provide. I began my career as a Benefits Coordinator for a privately held firm in West Los Angeles, and subsequently as a Client Services Representative specializing in employer-sponsored group health plans with Great West Life in San Francisco. Prior to joining Mission Wealth in 2001, I was Assistant Vice President of Administrative Services for Intermediary Insurance Services, a large international reinsurer.Mission Wealth is a nationally recognized wealth management firm that specializes in guiding clients through major life events. Our clients seek our help when faced with events such as retirement, inheritance, divorce, sale of a business, receipt of stock options, health concerns or loss of a loved one. Through our integrated approach, we help people feel more confident in their financial future. I am native Californian, born and raised in the Los Angeles area. I reside in Santa Barbara and enjoy spending time exploring new destinations, entertaining, and expanding my culinary skills.