DF
CFP
DF
CFP

Diana Freeburg

5 Years of Experience

Diana Freeburg is a CFP-designated registered investment advisor at Northstar Investment Advisory LLC, based in San Francisco, CA, with 5 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 24,560 clients.

Compensation
Fixed/Hourly
Firm Size
7 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

San Francisco, CA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Northstar Investment Advisory LLC
August 2022 - Present · 3 yrs 8 mos
Previous Registrations
Remedios Financial Planning
February 2019 - September 2020 · 1 yr 7 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Diana Freeburg - Financial Advisor | TrueAdvisor