Diana can be reached at:

Email: [email protected]
Direct Line: 805-770-1354

Diana Heu is responsible for the overall management of a group of high net worth clientele, which includes financial/retirement planning, asset management and durable income strategies. She is also the OSJ Delegate, primarily responsible for compliance and supervisory tasks within the branch and satellite offices and serves as the Acting Chief Information Officer for AmeriFlex®.

Ms. Heu received dual Associate Degrees in Economics and Business Administration from Santa Barbara City College and a BA in Business Management from The University of Phoenix. She went on to obtain an MBA in Financial Planning from California Lutheran University in Thousand Oaks, California. Prior to her tenure with AmeriFlex®, Ms. Heu acquired over fifteen years of experience working in the medical manufacturing and engineering fields, where she gained expertise in quality and configuration management, auditing and process improvements. Ms. Heu currently holds FINRA Series 24, 7 and 66 securities licenses including a California Life and Health Insurance license and is also a California Notary Public.

When asked about what makes AmeriFlex® a great company, Diana is quick to point out that “It’s a place where all team members are encouraged, empowered and supported in their professional growth. We pride ourselves in providing our clients with superior service by combining old fashion service with technology. I love to listen to my clients’ stories, goals and aspirations, and helping them achieve their financial goals.”