Diana Docea, CDFA, CFP, MBA

Background and experience As a self-proclaimed ?people person,? being able to help others has always been a passion of mine. Financial confidence is such an important part of the holistic well-being of each person, and it?s my goal to be my clients? trusted advisor. Understanding a client?s goals is always the first step in building the financial strategies that fit each client?s unique situation. From there comprehensive advice and investment plans are designed to meet those goals. I earned my bachelor?s degree in management and communication from Adelphi University and Master of Business Administration with a concentration in finance from St. Mary?s University. With an emphasis on continuing education, I earned my Accredited Asset Management SpecialistSM (AAMS?) certification, Sports & Entertainment Accredited Wealth Management AdvisorSM (SE-AWMA?) designation and Certified Divorce Financial Analyst (CDFA?) certification. The use of the CDFA? designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. Away from the office Away from the office, I enjoy spending my time with my family. I also enjoy reading, fashion, and traveling. Grew up in Romania and speak Romanian, English, Spanish, and a little bit of French. I volunteer through Wells Fargo Advisor?s volunteering program.