Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
About Diane Brewer
Diane Brewer, Registered Financial Consultant® and Certified Financial Fiduciary®, has been in the financial services industry for over 30 years. In 1995 she established her own financial advisory business, providing holistic financial planning and including all types of insurances and investments and estate planning services.
She developed recognition and became respected for her research and reporting on “Key to Wall Street & Special Report: Women on Wall Street”, KEYT 3 TV Santa Barbara, CA, subsidiary of ABC. From these experiences and her passion, she gained a following with her Radio and TV interviews, invited to conduct many financial education workshops and served on the Advisory Board for the largest farm owner insurance provider in California.
She has been involved in many capacities of the industry, licensed in life, health, disability, property & casualty and with vast experience; she is licensed in 6 States.
Deeply rooted in the concept of excellence and personal service while working, she always continues furthering her knowledge, achieving her business degree from Santa Barbara College and currently holds securities licenses 65 and 63 as passed Series 7, 6 exams.
Coming from a family of nine siblings, Diane developed many survival and adventurous skills. When she isn’t working, she can be found donating her time to worthy causes, i.e. marketing and developing fund-raising events for Avon’s Breast Cancer 3-Day, Girl’s Inc., and others. With her adventurous spirit, you may find her swimming, playing piano, enjoying cooking and entertaining friends, family, and clients.
Diane holds a Series 65 & 63 license as an Investment Advisor Representative for a Registered Investment Advisor, Virtue Capital Management, LLC (VCM) and provides investment advisory services.
VCM and Abundance Asset Management Group, Inc. (AAMG) are independent of each other. For a complete desription of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
Investement advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Abundance Asset Management Group, Inc. are independent of each other. Insurance Products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.