Originally from Colombia, Diana moved to the US in 2013 and started her career in Insurance and Financial Services in 2015. In 2017, she joined New York Life as an agent. Diana has received several recognitions and won different awards. Diana has a bachelor's degree in Business Administration and holds a Life and Health Insurance License. Diana offers personal and business solutions through different companies. Her passion is helping people to prepare for the future, and decided to open her firm, Bermeo Insurance in 2021. At Bermeo Insurance, we provide personalized financial solutions to our clients that is specific to several variables, including income, risk tolerance, values and family. We work with each client to identify and prioritize their goals, explore options, establish strategies, design and deliver a financial strategy. We utilize a holistic five-phase process to help guide you. By discussing your current financial status, gathering facts, presenting a solution, applying a strategy, and providing continued service, we will help to establish a firm financial foundation.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.