Diana Wong Joins Pacific Advisors as Managing Director in the Bay Area
Diana Wong Joins Pacific Advisors as Managing Director in the Bay Area
SAN FRANCISCO–(BUSINESS WIRE)–Pacific Advisors proudly announces the appointment of Diana Wong as Managing Director in the Bay Area. With over a decade of experience in the financial services industry, Diana brings a wealth of knowledge and a proven track record of success to her new role.
Diana’s journey began with a deeply personal commitment to caring for her family, which seamlessly transitioned into a successful career dedicated to helping others secure their financial futures. With a background rooted in compassion and service, Diana has excelled as both an agent and partner, earning accolades for her unwavering dedication and belief in the importance of long-term care planning and insurance.
“I enjoy helping people. I understand how important it is to have good planning for long-term care, life insurance, and education,” Diana emphasized.
Throughout her distinguished career, Diana has held pivotal roles at esteemed companies such as New York Life, One America, and most recently, MassMutual. Her tenure at these industry-leading firms has equipped her with a profound understanding of financial strategies and a steadfast commitment to excellence.
At New York Life, Diana quickly rose to prominence through her unwavering dedication, achieving the prestigious Council Agent status within her first year and consistently earning recognition as a qualifying member of the Million Dollar Round Table (MDRT). During her nearly four-year tenure as Vice President at MassMutual’s Fremont office, Diana’s leadership played a pivotal role in elevating a team of financial professionals, further solidifying her reputation as a respected leader in the field.
Diana’s decision to join Pacific Advisors stems from her desire for a supportive and collaborative environment. “I enjoy a teamwork environment where everyone supports each other,” she stated. “I look forward to contributing to a culture that fosters growth and mutual success.”
As Managing Director at Pacific Advisors, Diana is poised to lead her team to new heights, leveraging her experience and passion for helping others achieve financial security and confidence.
Pacific Advisors is thrilled to welcome Diana Wong to our team. Her impressive track record and commitment to excellence align perfectly with our values, and we are confident that she will play a pivotal role in driving our continued success.
About Pacific Advisors:
Established in 1862, Pacific Advisors has cemented its reputation as a premier financial services firm, serving over 60,000 clients nationwide.1 With a team of over 150 advisors and specialists, along with 2,000+ active brokers and a dedicated support staff, Pacific Advisors is committed to delivering comprehensive financial solutions across a spectrum of services including financial planning, investment, insurance, retirement, and enterprise products.
For more information about Pacific Advisors and its services, please visit www.pacificadvisors.com.
1Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts. Pacific Advisors LLC is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 2875 Michelle Dr. Suite 110 Irvine, CA 92606, 909-399-1100. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License #0K12914. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee. 2024-172111 Exp 3/26.
Contacts
For media inquiries or more information, please contact Pacific Advisors at contact@pacificadvisors.com.