Diane Jochimsen

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Meet Diane Jochimsen, MS, CFPยฎ

President & Financial Advisor

โ€œDetails matterโ€ was an early lesson impressed upon Diane when asked by her father to double-check the numbers in the business ledger for the family dairy farm as a teenager. Dianeโ€™s love of math and cognition culminated in a bachelorโ€™s degree in computer science. This led to several jobs in the information technology field โ€“ initially as a programmer โ€“ and eventually as a project lead.

While working in the computer technology department at a mutual fund company, Dianeโ€™s interest in how mutual fund investments worked behind the scenes eventually lead her to pursue a Masterโ€™s of Science degree in Financial Planning (with honors) to not only understand personal financial planning but also how investments fit into a financial plan.

Whether working on investment portfolios or with a financial plan, Diane always seeks to know more about clientsโ€™ values, aspirations, and end goals. Knowledge about the whole person allows a true plan to be put in place which includes viable alternatives.

Diane is a proud member of the National Association of Personal Financial Advisors, the leading association of fee-only financial advisors, and the Financial Planning Association of Puget Sound. As a member of the Arlington Garden Club along with the Forest Steward Association, Diane brings ethos of Stewardship to all that she is part of.

In her off-hours, Diane loves to read a good mystery novel, or you may find her on the trail โ€“ riding her Salsa trail bike or kayaking in the Sound in her Pygmy Sitka. Both Diane and her husband Mike also enjoy antique autos. They have a beautifully restored TR4 and are currently restoring an MGB.

Education & Certifications

Master of Science in Personal Financial Planning, College for Financial Planning, Denver

Bachelor of Business Science, University of Wisconsin-La Crosse

CERTIFIED FINANCIAL PLANNERโ„ข

While working as an analyst and project leader for several private companies, Diane won, individually and as a member of a team, several Peak Performance and Pinnacle Awards.


You can check out Dianeโ€™s background and qualifications via Financial Industry Regulatory Authorityโ€™s (FINRA) free BrokerCheck website BrokerCheck website or by searching Investment Adviser Public Disclosure (IAPD) website.