Diane Kimbro CEBS, TGPC, AIF®
Diane is Director of Retirement Plan Services and a Principal at StoneKimbro. She specializes in qualified plans for closely held corporations and 501(c)(3) organizations. A problem solver by nature, Diane is astute in assessing client needs and is complete in the delivery of a customized solution from start to finish. Diane joined StoneKimbro in 1987, is a California licensed Life and Disability Insurance Agent, CA Insurance License #0763364, an Investment Advisor Representative with Independent Financial Group, a Certified Employee Benefit Specialist (CEBS), a Tax Exempt and Governmental Plan Consultant (TGPC), and an Accredited Investment Fiduciary (AIF®). Diane graduated from California State University Long Beach, with a Bachelor of Arts in Business Administration, emphasis in Human Resource Management. Diane is passionate about advocating and serving others as evidenced by her stewardship to many non-profit organizations. These organization’s retirement plans can have unique circumstances and deserve special attention. She is a veteran in the retirement plan space and her determined, effective, and efficient approach gives her clients peace of mind. Diane is one of very few TGPC credentialed advisors in her industry.