Diana M. Atha, ChFC®, CLU®

Diana M. Atha, ChFC®, CLU®

Financial Advisor

Diana Borroel-Atha, CLU®  Chartered Life Underwriter®, ChFC® Chartered Financial Consultant is a Financial Advisor with many years of experience.

She received her Professional Designations at The American College of Financial Services College in Bryn Mawr, Pennsylvania.

She believes in thinking outside the box and challenges the status quo.  She seeks to connect with the right clients who want to take control of their finances.  Working with business owners who want to transfer money from their business to themselves a tax-efficient manner (with CPA approval) is her mission because she knows that measurable tax benefits but without tax risk is critical for keeping more capital in their business and at the same time planning for retirement.

Diana has lived in three states and quickly becomes involved in her community.  She has been a member of Rotary of Sacramento, Board member of United Way California Capital Region, Women in Philanthropy, Albemarle Area United Way, numerous Chambers of Commerce and numerous committees and boards for nonprofit organizations.

As President and CEO of the Sacramento Hispanic Chamber of Commerce directing the daily operations she utilized creativity, innovation and visionary leadership to promote economic growth and development for Sacramento area Hispanic business owner and entrepreneurs.  She was recognized by several business organizations as “The Small Business Advocate”.  The Accredited Chamber Executive designation through the Western Association of Chamber Executives was attained during her employment with SHCC.

Diana has been a member of the Society of Financial Services Professionals, National Association of Insurance and Financial Services Association, Member of the Million Dollar Round Table and has received numerous industry awards.

Phone 505-293-3624
Fax 888-746-0421
Mobile Phone 530-209-7449