Broker Check
Dianne Medina

Dianne Medina

Client Operations Specialist

(925) 830-1700

dianne@tomrenwealth.com

Education

Bachelor of Art Degree – Psychology – San Jose State University

Get To Know Dianne

I was born and raised in the South Bay and eventually made my way to the beautiful Tri-Valley area after getting married and starting a family. I graduated from San Jose State University and earned my BA in Psychology. While I had a passion for psychology, life steered me in a different direction, and I have now found a new passion in Client Services and Communication.

Since joining Tomren Wealth Management, I have a newfound appreciation and knowledge of the various wealth management opportunities. I have always had a passion for helping others. Working for large corporate companies and smaller organizations for over 15 years in various Administrative and Client Relations roles, has allowed me to develop unique knowledge and skills, along with a deep understanding of how to relate to and support individuals from diverse backgrounds and experiences. This versatility allows me to play a key role and provide the support our clients expect and deserve, while adapting to ensure their needs are met with care and efficiency. Being a part of Tomren Wealth Management has allowed me to take it a step further and truly connect with our clients to provide genuine and exceptional service while taking pride in being the person that they can rely on. I am committed to honesty, integrity, and proactive communication.

As a parent myself, I truly can understand the profound importance of planning for your family’s future. As a working parent who stays busy, I enjoy reading, traveling, and quality time with my husband and two boys. Outside of work I am always learning and am a big believer in continuous improvement, both professionally and personally. I genuinely look forward to continuing to learn and grow within Tomren Wealth Management. I see this as not just as a job but as a grand opportunity as part of a family where we focus on taking care of our clients and finding ways to make their experience an even better one each day.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.