Vice President of Wealth Planning
“I work with my clients to help them build wealth and maximize potential return on investments while minimizing tax consequences. The goal is to be prepared for financial needs all through life, while creating the ability to retire when and how they want, with the lifestyle they expect.”
Diane’s financial planning practice focuses on meeting the needs of multi-generational families and entrepreneurs, with concentration on the financial complexities surrounding their goals for various stages of life. She uses a comprehensive approach and believes in a realistic assessment for today’s complex financial environment. Diane balances her clients’ goals in order to create strategies that maximize efforts to help preserve and sustain wealth to benefit multiple generations, and various philanthropic passions her clients might have.
Diane is an Investment Advisor Representative with National Planning Corporation, as well as a Vice President of Investments with Trilogy Financial. Within her first year at Trilogy, Diane was awarded the “Rookie of the Year” status award, and the following year, she continued this level of achievement and was awarded the “Rising Star” award. In 2009, Diane was recognized as “Woman of the Year”. Diane has been a top over-all producer for her office since joining Trilogy. Prior to joining Trilogy, she spent several years as a successful senior business professional with experience in account management, revenue & goal plan implementation, and project & team management. Her results positively impact short and long term objectives.
When not focused on helping her clients, Diane is completely focused on her family. She lives with her husband, Carl, and their two children, Michael and Rachel. Their home is nestled in the foothills outside of Denver, surrounded by various state parks and national forests. The Zing family are serious sports fans and equally enjoy hiking and camping “just outside their back door” in the Rocky Mountains, where wildlife and wilderness are abundant.
To learn more about Diane Zing, and her Financial Planning Practice, visit her website at www.dianezing.com.
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*Receipt of awards is not indivative of future investment performance