Diana Y. Heu, MBA

Diana Y. Heu, MBA, is recognized by Continental Who’s Who as a Pinnacle Professional in the field of Financial Planning as a result of her role as Wealth Manager with AmeriFlex® Financial Services. AmeriFlex® Financial Services offers financial planning and wealth management strategies. Their dedicated staff works with clients to provide financial confidence to not just businesses; they offer assistance to families and individual investors, non-profit organizations, and more.  

 

In her current capacity, Diana specializes in financial planning, retirement planning, decumulation, asset management, alternative investments, compliance and technology. She holds an insurance license for the state of California, as well as a licensure as a Notary Public. In her previous careers, Diana was a certified Configuration and Data Manager (CCDM) and a certified Quality Auditor (CQA). Moreover, Diana is a member of the National Association of Professional Women, National Notary Association, Financial Planning Association, and the Executive Women’s Golf Association. Aside from the demands of work, she enjoys community outreach, reading, golf and tennis.