Diane BienkeDiane Bienke, CFP®Associate
About Diane
Diane Bienke is a Wealth Advisor Associate on the Outsourced Family Office Team at J.P. Morgan Wealth Management.
A CERTIFIED FINANCIAL PLANNER® professional, Diane brings more than 15 years of financial services experience to her role. She works with clients to develop, design and deliver customized and coordinated family office services based on a thorough understanding of their personal values, family wealth goals and vision for their legacy.
With more than a decade of experience in the financial services industry, Diane joined J.P. Morgan Wealth Management in 2023 from her position as a Family Office Team Analyst at First Republic Bank. Previously, she was a Lead Wealth Planner at Wells Fargo Private Bank and a Senior Tax Consultant at Deloitte Tax LLP's Private Wealth practices in Chicago and San Diego. Her public accounting career focused on serving ultra-high-net-worth individuals and family offices, and their related entities on tax and financial matters.
Diane earned a B.S. in Accounting from the University of Illinois in Chicago. Though not currently practicing, she is a California- and Illinois-licensed Certified Public Accountant as well as a member of the American Institute of Certified Public Accountants.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read NowHow to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowIs deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read NowYour guide to buying a home
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June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowWhen it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read NowMiddle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now