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Babylon

Diana Cheung

CFP®

Associate Wealth Advisor

133 E Main St
Babylon, NY 11702

Diana Cheung

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Diana Cheung

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Diana

Diana supports a team of wealth advisors by providing client service, financial planning, and investment management services to high-net-worth individuals and families.

Diana grew up in Miami and is a recent New York City transplant. In her free time, she enjoys spending time with family and friends, exploring new restaurants, reading, and traveling.

Education and Professional Milestones

  • University of California, Los Angeles - Double Bachelor of Arts in Psychology and Human Biology and Society
  • Georgetown University’s McDonough School of Business - Master of Science in Finance
  • Has worked as a Wealth Planning Associate at Ballentine Partners
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