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 PLANNERTM 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.
Insights
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