Broker Check
Diana  Pastrana

Diana Pastrana

Paraplanner

Diana Pastrana has been an integral member of the Pettinelli Financial Partners family since 2021. Diana began her journey with us as a Paraplanner, and from the outset, she showcased remarkable initiative, resourcefulness, and unwavering dependability. 

Diana plays a pivotal role in ensuring that our valued client families receive proactive financial planning guidance from our advisors, alongside highly responsive and precision-driven service. Her role extends beyond this, as she serves as a guiding mentor to our Paraplanning team and a dependable collaborator with our esteemed Financial Advisor team.

Diana's qualifications speak for themselves. Armed with a degree in Business Administration with a specialization in Finance from San Francisco State University, Diana has equipped herself with a strong academic foundation. Her professional toolkit is further enriched by an impressive array of licenses, including , Series 7 held by LPL Financial and Series 63, and 66 held through LPL Financial and Stratos Wealth Partners as well as California licenses for Life, Accident, and Health insurance. These credentials exemplify her dedication to mastering the complexities of financial planning.

Diana's journey is deeply rooted in her family's immigrant experience, hailing from Mexico and El Salvador. Being bilingual in both English and Spanish, she understands firsthand the benefits that a solid financial plan and a dedicated advisor can provide, not just for her parents but for individuals and families across diverse backgrounds.

As a proud native of Daly City, Diana cherishes quality time spent with her close-knit family. She also indulges her passion for culinary exploration with friends, savoring the diverse flavors our world has to offer. Diana's future holds exciting travel adventures, a testament to her love for new experiences and the exploration of our global community.