Diane Manuel, CFP®

Financial Advisor
Diane Manuel smiling happily.

How I’m expanding what’s possible with money

Because my clients are active in both capital and philanthropic markets, I encourage them to align all their investments to reflect their values and mission — to not see these two buckets of investments as separate. I work with clients to build a value-based intentionality so their financial investments can be as impactful as their charitable work. How can we ensure their financial investments aren’t working against their charitable investments? I’ve found the road is not always a straight line, but by expanding clients’ concepts and ideas around financial investments, there is a greater sense of purpose.

Outside of work, my passions include

I love being outdoors: running, hiking, finding wine-tasting opportunities among nature is what I do with friends and family. Unless, of course, I’m watching ridiculous TV shows. My partner and I are experts at silly TV.

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Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

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