Experience

Makes all the difference

Diane Lara

Wealth Management Associate

As a Wealth Management Associate, Diane provides exceptional service to clients on a daily basis. Diane began her career in financial services in 2005, joining UBS in 2009. She holds series 7, series 66 and California insurance licenses. Diane grew up in Orange County, and currently resides in Irvine. In her free time she enjoys spending time with family, friends, traveling and being outdoors.

Registered States:
  • AZ
  • CA
  • NV
  • WA
  • WY
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660

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