Diana Carrejo, Team Administrator, UBS Financial Services, Inc. has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the Florida Atlantic University Executive Business school in Boca Raton, FL. The CFP® program provides the knowledge and tools needed by professionals in the six steps of financial planning in order to help client's reach their financial goals.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Diana is the Team Administrator with The Barron Group of UBS Financial Services Inc. and leads The Barron Group in all the daily processes of the team. Diana is a lifelong Florida resident and grew up in Wellington, FL. She graduated from the Florida State University with honors cum laude, earning a B.S. in economics and a B.S in psychology. Diana has a passion for language and culture and is bi-lingual in Spanish and English. In her free time she enjoys watching sports, running and fine dining. She currently resides in West Palm Beach with her fiancé, Thomas and dogs, Sansa & Ajax.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 76,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
As a firm providing wealth management services to clients, we offer both investment advisory and brokerage services. These services are separate and distinct, differ in material ways and are governed by different laws and separate contracts. For more information on the distinctions between our brokerage and investment advisory services, please speak with your Financial Advisor or visit our website at ubs.com/workingwithus. www.ubs.com/media
