Diane Bienke Advisor Headshot image

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

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