Diana Pastrana joined Pettinelli Financial Partners in 2021. She is a graduate of San Francisco State University with a Bachelor of Science degree in Business Administration with a concentration in Finance.
As a paraplanner, Diana supports the firm’s financial advisor teams with building financial plans, client contact and preparation, follow-up, and research. She has achieved obtaining her FINRA Series 7 and 63 licenses as well as her California license for life accident and health insurances and is currently studying for her exams to obtain the FINRA Series 66 license. In addition to her background in financial services, Diana has experience in customer service and is detailed and efficient in organizational structure and teamwork.
As a daughter of parents who immigrated to the US from Mexico and El Salvador, Diana, who is bilingual in English and Spanish, has also seen how having a solid financial plan and a professional advisor by your side can lead to peace of mind for her parents and all individuals and families.
A native of Daly City, Diana enjoys spending time with her close family, exploring foods with her friends and is looking forward to adding travel adventures.