Diana Heu is responsible for the overall management of a group of high net worth clientele, which includes financial/retirement planning, asset management and durable income strategies. She is also the OSJ Delegate, primarily responsible for compliance and supervisory tasks within the branch and satellite office and serves as the Acting Chief Information Officer for AmeriFlex.
Ms. Heu received dual associate degrees in economics and business administration from Santa Barbara City College and a BA in Business Management from The University of Phoenix. She went on to obtain a Master degree in Business Administration from California Lutheran University. Prior to her tenure with Ameriflex, Ms. Heu acquired over twenty years of experience working in the biotechnology and infrared imaging fields, where she gained expertise in project and documentation management, auditing, customer service. Her financial credentials include licenses in securities, life insurance and notary public, as well as___________________
When asked about what makes Ameriflex a great company, Diana is quick to point out that “It’s a place where all team members are encouraged, empowered and supported in their professional growth. This allows us to provide our clients with superior service in a warm, caring environment. Our corporate culture emphasizes community outreach and philanthropy so we can help those who are less fortunate. My favorite thing about Ameriflex is having an opportunity to listen to my clients’ stories, goals and aspirations, and helping them reach financial independence.”
On the Personal Side
Birthplace: Santa Barbara, CA
Favorite childhood memory: I grew up in Isla Vista, when it was a laid-back little beach town. I could ride my bike with friends down to the store, park or beach and play without a care in the world!
Hobbies: I love to play tennis, hike, go bowling and relax over coffee at the local marketplace near my home.
Passions: I love movies, especially ones that I attend with my children. My interests range from The Lion King to The Matrix. It’s fun to unleash my inner film critic and discuss a new release with family and friends.
Family life: I enjoy attending my children’s sport events and traveling to new places as a family.
Favorite quote: If you can dream it, you can do it.” – Walt Disney