650.362.5217

diana@pettinellifp.com

Diana Pastrana has been a valued member of the Pettinelli Financial Partners team since 2021. She began her journey with the firm as a Paraplanner and quickly distinguished herself through initiative, reliability, and a thoughtful approach to client service.

Today, Diana plays a key role in ensuring that client families receive planning support from our advisors, complemented by timely and detail-oriented service. In addition to her client work, she provides mentorship to members of the Paraplanning team and collaborates closely with our Financial Advisor group to support the delivery of comprehensive financial strategies.

Diana holds a degree in Business Administration with a concentration in Finance from San Francisco State University, providing her with a strong academic background. She also maintains several professional licenses, including the Series 7 (held with LPL Financial) and Series 63 and 66 (held through LPL Financial and Stratos Wealth Partners), as well as California Life, Accident, and Health Insurance licenses. These credentials reflect her commitment to ongoing professional development and her understanding of the tools available in financial planning.

Diana’s perspective is shaped in part by her family’s immigrant background from Mexico and El Salvador. Bilingual in English and Spanish, she recognizes the importance of sound financial guidance and the positive impact it can have on individuals and families from all walks of life.

A proud Daly City native, Diana enjoys spending quality time with her close-knit family and exploring new cuisines with friends. In May 2025, she embraced an exciting new chapter — welcoming her first child, Ella Love. As a new mom, 

Diana finds even deeper purpose in her work and is inspired by the future she's helping build for her own family and others.