Diana Margaret Freeburg
Investment adviser representative at Equita Financial Network, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$391MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Equita Financial Network, Inc.Jun 2026 to now
- Modern Family FinanceJun 2026 to now
- NayyaSep 2025 to May 2026
- NorthstarAug 2021 to Sep 2025
- SelfApr 2020 to Aug 2021
- Remedios Financial PlanningSep 2018 to Apr 2020
- Wilusz and AssociatesMay 2018 to Sep 2018
- SelfDec 2017 to May 2018
- Sf Lgbt Community CenterJul 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Equita Financial Network, Inc.
$391MAssets managed
434Clients
16Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6950741
- Firm CRD
- 277031