5301 Office Park Drive, Suite 125
Bakersfield, CA 93309
Diana Burton has been a Financial Advisor with Zuk Financial Group since 1996 and is located in Bakersfield, California. A Registered Representative for LPL Financial, Diana holds FINRA series 6, 7, 63 and 65 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through her investment advisory and financial planning practice, Diana represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an Investment Advisor Representative, Diana offers both institutionally managed programs to her clients as well as fee based consulting.
Diana believes that the key to a successful long term financial planning relationship is consistent communication, along with a plan designed to address the unique needs and goals of each and every client.
As an experienced professional in retirement planning, Diana is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Diana has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). She also gives seminars on investment and retirement planning for small businesses and non-profit organizations. Diana has earned a reputation for explaining difficult subjects in a style that is easily understood.
Diana has lived in Bakersfield since 1989, where she originally started her career in radio advertising. She and her husband Mel share their lives with two Golden Retrievers and two cats. In their spare time they both enjoy traveling, sailing, and country music.
CA Insurance Lic.# 0B65668