Diane Williamson Chief Operating Officer Mission Wealth

Diane Williamson

In by Mission Wealth

Diane Williamson, Chief Operating Officer Mission Wealth

Diane Williamson

Chief Operating Officer

Santa Barbara

(805) 690-3902

CONTACT DIANE

Diane Williamson

Chief Operating Officer

Santa Barbara

(805) 690-3902

CONTACT DIANE

"I gain great satisfaction from helping others. It is important to me that our clients feel well cared for and that they have confidence in the services we provide."

As the Chief Operating Officer at Mission Wealth, Diane Williamson is a key member of the firm's Executive Committee. She leads the development and implementation of the firm's policies and procedures with a strong focus on compliance and regulatory issues. With her extensive experience in the financial services industry, Diane ensures that Mission Wealth operates in accordance with the highest standards of ethics and professionalism.

"I gain great satisfaction from helping others. It is important to me that our clients feel well cared for and that they have confidence in the services we provide."

As the Chief Operating Officer at Mission Wealth, Diane Williamson is a key member of the firm's Executive Committee. She leads the development and implementation of the firm's policies and procedures with a strong focus on compliance and regulatory issues. With her extensive experience in the financial services industry, Diane ensures that Mission Wealth operates in accordance with the highest standards of ethics and professionalism.

Learn About Diane Williamson

Professional Background

Diane Williamson has a wealth of experience in the insurance and benefits industry. She began her career as a Benefits Coordinator for a private firm in West Los Angeles and later became a Client Services Representative for employer-sponsored group health plans with Great West Life in San Francisco. Prior to joining Mission Wealth in 2001, Diane served as Assistant Vice President of Administrative Services for Intermediary Insurance Services, a major international reinsurer. In her current role as Chief Operating Officer, Diane is a member of the firm's Executive Committee and oversees the development and implementation of policies and procedures, with a strong focus on compliance and regulatory issues.

Diane received a Bachelors of Arts from California State University, Northridge.

Personal Pursuits

Diane Williamson is a California native who grew up in Los Angeles. She now calls Santa Barbara home, and she loves to travel and discover new places. In her free time, she enjoys entertaining and experimenting with cooking and baking to enhance her culinary expertise.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Community Impact

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Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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