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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November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowHealth care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowHow to prepare to enroll in Medicare
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October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now