Navigating a clear course toward your financial security.

Diana Young Client Service Associate

 

 

 

 

 

 

Diana Young

Client Service Associate

 


Areas of Focus:

  • Client Service
  • Reporting

Education:

Diana holds a Bachelor of Arts from the University of New Hampshire.


Experience:

Diana joined Bearing Point Wealth Partners in October, 2017 with over 15 years of experience in client service and operations support for local investment advisory and financial planning firms. As Bearing Point continues to grow, she will assist the team with duties involving portfolio administration, client servicing, account maintenance and reporting. Prior to entering the financial services field, she spent several years employed for an Estate Planning Law Firm in which she specialized in marketing, and also held various positions in the service industry where excellent customer service was crucial.

She is a New England native and currently resides in North Hampton, NH.

Email your questions to info@bearingpointwealth.com

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