Diane BienkeDiane Bienke, CFP®Associate
About Diane
Diane Bienke is a Wealth Planner on the Outsourced Family Office Team at J.P. Morgan Wealth Management.
Diane brings more than 15 years of financial services experience to her role. She develops comprehensive and custom-tailored financial reporting, cashflow analyses, estate summaries and multi-generational transfer plans based on her detailed knowledge of each client family’s financial structure.
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, family offices, and their related entities on tax and financial matters.
A graduate of the University of Illinois in Chicago, Diane holds a B.S. in Accounting. She is a CERTIFIED FINANCIAL PLANNER® professional, and, 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.
Wealth Planners may work with clients’ tax advisors, but do not provide tax advice.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Family social media guidelines: Sharing vs. security
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September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowPlanning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now