Diana is a Relationship Assistant at 1.oak Financial, where she enjoys being part of the first connection between individuals and financial planning professionals who are dedicated to helping clients work toward their financial goals. She takes pride in creating a welcoming and supportive experience by engaging with prospective clients, understanding their needs, and coordinating consultations to ensure each interaction feels smooth, clear, and reassuring.

She is a proud Filipina and holds a bachelor’s degree in Information Technology from the University of the Immaculate Conception. Diana began her professional journey in the real estate leasing industry, where she spent more than a decade as a Leasing Officer. During this time, she developed a strong appreciation for client relationships and service. Transitioning into a remote role allowed her to continue growing in her career while also prioritizing what matters most to her – family.

Outside of work, Diana loves singing, which she finds both relaxing and energizing. She is grateful to be part of a company that truly values employee well-being, encourages a positive and supportive culture, and understands the importance of balance. Diana is genuinely excited about the opportunities 1.oak Financial provides and feels fulfilled knowing her work contributes to meaningful and positive client experiences.

Diana Gonzlaes  provides services to 1.oak Financial as an independent contractor. They are not employees, investment adviser representatives, or affiliates of 1.oak Financial or Advisory Alpha, LLC. They do not provide investment advice, financial planning, or securities recommendations.