Diana Vargas

Diana Vargas joined the team in 2025, bringing more than 10 years of experience as a Client Service Associate, along with a background in education as a former teacher. A proud Placentia local, she earned her bachelor’s degree in American Studies from California State University, Fullerton. In her role, Diana supports clients by coordinating meetings, preparing portfolio reviews, managing account updates, and ensuring each client experience is seamless and personalized. Known for her strong communication skills and thoughtful client care, she helps keep the office running efficiently while ensuring clients feel informed and supported every step of the way. Outside of work, Diana enjoys traveling, scrapbooking, and spending time with her dog.