Working toward your goals It starts with a strategic plan

Diane M. Galvin, CFP®, CIMA®

Vice President - Wealth Management
Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)

phone

805-367-3712







address

3011 Townsgate Road
Suite 300
Westlake Village, CA 91361



As one of the UBS Financial Advisors who was nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation, I am qualified to help provide highly personalized wealth management services to you.

Wealth management is more than just access to the wide range of financial services and solutions–it is how those services and solutions are tailored to help you achieve your personal financial goals and dreams. Talk to me about how I can leverage my experience to help you embrace your financial future.



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