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Diane Zing
Vice President of Wealth Planning

"Diane takes a holistic approach with financial planning to help her clients best prepare for the financial needs their lifestyle requires"

DIANE ZING

“My goal is to 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 Trilogy Capital, Inc., as well as a Vice President of Wealth Planning with Trilogy Financial. Within her first year at Trilogy, Diane was awarded the “Rookie of the Year” status award,1 and the following year, she continued this level of achievement and was awarded the “Rising Star” award.2 Diane has received the Five Star Wealth Manager designation from 2012-2018.3 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 expertise 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. 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


1. This award is to recognize the hard work that newer Advisors put in to achieve early success. The following nominees started in the field in the 4th quarter of 2016 or later and have received the most credits in 2017.

2. This award recognizes our “up and coming” stars. The criteria is based on the total issued revenue (GDC) for the past 24 months. They started in the field in the 4th quarter of 2015 or later.

3. Award based on ten objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2018 Five Star Wealth Managers.

Diane's Client Relationships

Diane and her team support a wide variety of clients, but here are some of the groups she has built her practice around.
MEET DIANE'S TEAM MEMBERS 
 
PAUL MOORE
WEALTH ADVISOR
 

SHAWN JAEGER
WEALTH ADVISOR
 

 

Do we want to be thoroughly educated on options for our decision-making? Or do we want to prove that what we already think is correct? In our day-to-day lives, there is a big difference between doing unbiased, objective research for the sake of exploring multiple options in order to learn, vs. going “out there” to find ways to simply prove our preconceived points of view. One exhibits our desire for education, perspective and possibilities. The other exhibits our ego, fear of being wrong, and our “being stuck” in one way of thinking. The latter is what happens when we get consumed by “Confirmation Bias”.
 
Confirmation Bias is a behavior we have involving our desire to seek out proof that what we believe and what we know to be correct is surely correct. We tend to ignore any signs of a different perspective or opinion. Sometimes we ignore factual data and information that could prove critical in helping us make good decisions. We simply have an ulterior motive to prove we are right…to be able to say, “I told you so.” Our preconceived notions and beliefs tend to put blinders on our ability to be open-minded. The result is that we may make decisions that are less optimal…for our life, business, friendship, relationships, financial life, health…the list could go on.
 
In regard to our financial lives, there are so many factors that immediately jump out and lead us down the slippery discriminatory path of Confirmation Bias. We have the opinions of our elders, from a time when the financial landscape of our economy may have been very different than what we experience now. We have the opinions of our friends, who may be sharing these opinions without substantiated support or proof. We have the media, who’s ulterior motives might be driven by sales or other business-related expectations. There is an ocean of information available at our fingertips. When we are seeking comfort in trying to support our preconceived notions, finding articles, videos, quotes and opinions of others that support our ideas might be easy…but it doesn’t mean it’s correct, or the best information to help us make the best decisions possible.
 

How do we combat Confirmation Bias?

  1. Put our ego aside for the sake of expanding possibilities and taking the opportunity to learn. Seek the truth as opposed to proving we are not wrong. 
  2. Seek alternative perspectives and knowledge from sources that prove to be different than our own. Disagreements can lead to healthy, informative outcomes that can strengthen our opinions. Be open to being corrected, to expanding our thoughts and to adopting alternate perspectives.
  3. Ask great questions. Don’t ask questions that are leading to support your opinion, but rather, ask open ended questions that encourage and invite constructive commentary.
  4. Keep open lines of communication. Don’t just peek on the internet at one article then close down the channels of learning.
  5. “Google Better”. When researching online, don’t just look for the content of what is being said, but look at who is saying it. What is their angle, their perspective, their motive. Look for unbiased, objective information.

It takes humility, grace, inquisitiveness, curiosity, patience and engagement to do our best due diligence. But in order to make good financial decisions, or decisions about any matter, having an enriched platform of knowledge, experience and options might prove most helpful. And if down the road, you see that these steps have helped you make better decisions, don’t forget that “I told you so”.

 
 
Reference: Confirmation Bias Definition | Investopedia http://www.investopedia.com/terms/c/confirmation-bias.asp#ixzz4nL5owQ9s 
Reference: http://ihavenet.com/Entrepreneur-Five-Tips-to-Avoid-Confirmation-Bias-RP.html



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CALL DIANE DIRECT AT
(303) 749-6115
  Strategic Partners

ASK DIANE A QUESTION

 

 
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