Diana Casteel Lynch
With a proven track record of success and over 20 million of client assets under my management, I offer comprehensive financial planning and sound, experience-backed advice that enables you to achieve your important life goals. Whether your goal is a comfortable retirement, minimizing taxes, selling your business – I am here to help build and implement the plan you need!
I can assist you with all your personal and business planning needs. My focus is finding the best investments for my clients now and in the future. This is done through diligent data gathering, intense marketing and research of the different assets available, and a review of your plan each year to ensure your needs have not changed.
Investment Adviser
Stock Broker
Stock Broker
Investment Adviser
Stock Broker
Stock Broker
Getting to see the financial markets through the eyes of Diana is a privilege I wish everyone could experience. She intelligently understands the mechanics of the financial markets, and ultimately designs brillant investment strategies that work every single time.
Diana is a unique and special kind of investment adviser. She's always available to help and never fails to keep me up to date with the latest happenings in the markets. She also takes her time to properly explain how it directly affects stock prices and trade movements.
I've worked with Diana for 4 years and it's been a wonderful experience. Even though I started out with much skepticism, she saw through me and shifted focus to getting me familiarized with market & trading terminologies, just to help me get comfortable with investing.
I have worked with a lot of investment advisers before meeting Diana and then I simply stopped searching. I instinctively knew my portfolio was finally being handled with safe hands and she's gone on to prove herself countlessly over the few months we've worked together.
get in touch
Also select your preferred time and date for an introductory business call and I'll get back to you within 48 hours.
