Diana Docea, CDFA, CFP, SE-AWMA

Diana Docea is a CERTIFIED FINANCIAL PLANNER® professional who helps clients build clarity and confidence around complex financial decisions, especially during high-opportunity and high-transition moments. Known for her calm, people-first approach, Diana takes time to understand values, goals, and concerns, then assists in developing comprehensive strategies and investment plans designed to create clarity and support confident decision-making. She is passionate about helping women feel informed, supported, and confident as they navigate major financial decisions.


Diana’s work frequently includes:

• Individuals going through divorce who need financial organization and scenario analysis around cash flow impacts, asset division, and settlement tradeoffs.

• C-suite executives with stock-based compensation (RSUs, stock options, and ESPPs), where she helps evaluate concentration risk, align equity decisions with broader goals, and coordinate liquidity planning, including 10b5-1 strategies when appropriate. 

• Individuals approaching retirement, focused on creating tax-efficient distribution strategies, coordinating Social Security and pension elections, and aligning portfolios to spending needs and income timelines. 

• Athletes planning for career longevity and a “second act,” with an emphasis on cash-flow structure, intentional saving, risk management, and sustainable wealth-building habits. 


Diana earned a bachelor’s degree in management and communication from Adelphi University and an MBA in Finance from St. Mary’s University. She holds the CFP®, AAMS®, SE-AWMA™, and CDFA® credentials. 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.

Originally from Romania, Diana speaks Romanian, English, Spanish, and a little French. Outside of work, she enjoys family time, reading, fashion, travel, and community volunteering.