Our Team
Diana Gonzales
Relationship Assistant
As a Relationship Assistant here at 1.oak Financial, my role is simple but deeply meaningful: I am here to be your very first, friendly point of contact. Taking the initial step toward financial planning can sometimes feel overwhelming, so my goal is to listen to your story, help clarify your immediate needs, and gently guide you to the right financial planning experts on our team. I handle the coordination and scheduling so you can focus on what truly matters with peace of mind.
I am a proud Filipina with a bachelor’s degree in Information Technology and over a decade of client service experience in the real estate industry. Throughout my career, I’ve learned that the best service comes from simply making people feel heard, respected, and valued. Working remotely has allowed me to continue nurturing these client relationships while also prioritizing the most important thing in my own life, my family. I know that for many of you, providing for your loved ones is the driving force behind your financial goals, and I connect deeply with that.
Outside of work, you’ll often find me singing, which brings me both joy and relaxation. I feel incredibly blessed to be part of a team at 1.oak Financial that genuinely values well-being and a supportive culture. When we speak, my hope is that you immediately feel that same warmth and support. I look forward to hearing your story and helping you take that very first step toward your financial future.
Diana Gonzales provides services to 1.oak Financial as an independent contractor. They are not employees, investment adviser representatives, or affiliates of 1.oak Financial or Advisory Alpha, LLC. They do not provide investment advice, financial planning, or securities recommendations.
