THE WOMAN BEHIND OUR FINANCIAL FIRM
DIANE JOHNSON, ESQ., J.D.*, CFP®
Diane is the owner of her own fee-based financial planning firm. Prior to establishing Blackhawk Financial Advisors, Diane served as a Director of Financial Planning for Lincoln Financial Advisors. In that role, she served as “the financial planner to the financial planners” or the brains of the financial planning department. Diane’s knowledge and expertise allowed her to help other planners behind the scenes design sophisticated financial strategies for their clients including retirement planning, investment planning, fee-based financial planning, and insurance strategies.
To date, Diane has drafted over five hundred financial plans for clients.
Before Lincoln Financial Advisors, Diane was a Commercial Investment Banking Associate for the Union Bank of California – she analyzed financial statements of small and large corporations to qualify them for loans up to $50,000,000. Diane has also held the position of Municipal Bonds Investment Analyst at Sutter Securities Incorporated. There, she analyzed all aspects of municipal bond credits to facilitate the underwriting process.
Diane earned her J.D. degree from Hastings College of the Law, her B.S. from San Jose State University, and is a member of the California Bar Association. Having the legal education, the Director-level experience, and the financial background experience truly sets her apart from the rest of the financial planners because she is able to give financial planning advice, tax planning, and estate planning analysis in far greater depth and breadth that a traditional financial planner.
Diane’s home is in San Ramon where she loves playing chess, kickboxing, and Bikram yoga. Diane is a member of Family Bible Fellowship, The California Bar Association, the Contra Costa County Bar Association, and Alpha Kappa Sorority Inc.
*Licensed, but not practicing
LANIEE FONG, OPERATIONS DIRECTOR
Laniee Fong is the Operations Director at Blackhawk Financial Advisors, a financial planning firm, headquartered in the Bay Area of California, serving individuals and businesses across the nation. She is responsible for providing an array of business support functions for the firm across various departments including compliance and office administration.
Laniee holds a bachelor’s degree in Business with a focus in Management Information Systems from San Jose State University. Prior to joining Blackhawk Financial Advisors, she worked at Intel in sales and marketing, owning the backend engines of Intel’s marketing rewards program for North America Channel. She thrives in creating efficiencies in both operations and administration settings.
Laniee was born and raised in the bay area and moved to the east bay after marriage and kids. She lives with her husband Roger and three boys, in which the younger two are twins. She enjoys cooking, reading, meditating, exercising, and hosting gatherings. Laniee can be reached at (925) 262-4800 or with firstname.lastname@example.org.
MAUREEN A. MARTINEZ, APA, SENIOR CONSULTANT*
Maureen A. Martinez is a retirement plan Consultant with valuable experience and technical expertise in plan consulting, design, implementation and administration. Maureen earned the Accredited Pension Administrator (“APA”) designation in 1997. This designation recognizes the highest level of competence and achievement in the pension administration field. She is also a member of the National Institute of Pension Administrators (”NIPA”).
Maureen is a graduate of California State University, Chico with a Bachelor of Science degree in Business Administration with an emphasis in Marketing. She resides in Sparks, NV with her husband and their daughters. She enjoys spending time with her family, camping, reading, and completing home improvement projects.
DOUG MOORE, TECHNICAL SUPPORT*
Doug Moore offers technical support for Blackhawk Financial Advisors, Inc. within a sub-organization. He has over 31 years’ experience in the tech industry. Doug is an accredited Network Consultant who has worked throughout Southern San Francisco and the Bay Area delivering Windows systems and networking administration.
Doug’s experience, expertise and credentials in the technical field ensures Blackhawk Financial Advisors, Inc. remains up to date with the latest security for our internal systems. This ensures information is gathered, stored, and processed within regulations and with the utmost care to maintain our clients’ privacy.
*Maureen A. Martinez & Doug Moore are not affiliated with the Securities America companies. They do not have access to client files.