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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