Diane Susan Bourdo
CFP®Professional Summary
Diane Susan Bourdo, CFP®, who also goes by Diane Susan Bourdo Ms., Diane Bourdo, is a registered financial advisor currently at TREEHOUSE WEALTH ADVISORS located in San Francisco, California. Diane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Diane has worked at 3 firms and has passed the Series 2 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Budgeting
- Divorce Planning
- Retirement Income Management
- Retirement Planning
- Comprehensive Financial Planning
- Estate Planning
- Investment Planning
- Education Planning
Other Aliases
Diane Susan Bourdo Ms., Diane Bourdo
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
GARRISON POINT ADVISORS | TREEHOUSE WEALTH ADVISORS | GARRISON POINT ADVISORS, LLC
Contact Information
Main Address
1600 S Main St. Suite 195, Walnut Creek, CA 94596Phone Number
(415) 887-1416# of Employees
10SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
761AUM (Assets Under Management)
$597,057,989Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
GARRISON POINT ADVISORS | TREEHOUSE WEALTH ADVISORS | GARRISON POINT ADVISORS, LLC
State Registrations and Notice Filings
(2/5/2025)
(2/5/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Jun 1992Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Diane Susan Bourdo's CRS (Customer Relationship Summary).
Services Offered by Diane
- Budgeting
- Divorce Planning
- Retirement Income Management
- Retirement Planning
- Comprehensive Financial Planning
- Estate Planning
- Investment Planning
- Education Planning
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