Diana can be reached at:
(805) 770-1354 Direct
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 Chief Compliance Officer who manages a team responsible for the compliance program at The AmeriFlex Group® and the supervision of 100+ Advisors.
Ms. Heu earned her MBA in Financial Planning from California Lutheran University. She also has a Bachelor of Science degree in Business Management from The University of Phoenix in addition to dual Associate of Art Degrees in Economics and Business Administration from Santa Barbara City College. Prior to her tenure with AmeriFlex®, Ms. Heu acquired over fifteen years of experience working in the medical device manufacturing and engineering fields, where she gained expertise in quality assurance, configuration/document management, auditing, and process improvements. Ms. Heu currently holds FINRA Series 24, 7 and 66 securities licenses including a Life and Health Insurance license.
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. We pride ourselves in providing our clients with superior service by combining old fashion service with technology. I love to listen to my clients’ stories, goals and aspirations, and helping them achieve their financial goals.”