Our Team

As Founder and Wealth Manager at Amenity Wealth, I specialize in financial analysis, retirement planning, estate planning, and developing goals-based plans for clients. I help ease my clients’ concerns that can arise when planning for their future and keep them focused on the time horizon that their unique goal requires while avoiding the temptation to make short-term decisions based on temporary market conditions.

I am proud to contribute over twenty-five years of experience to the financial services industry. Prior to founding Amenity Wealth, I had been affiliated with wirehouse, bank, and independent programs that afforded me a seasoned perspective of the major channels of the retail brokerage, insurance, and financial advisory businesses. During the span of my career, I have provided individually tailored financial planning strategies to individuals, families, business owners, and various organizations.

As both a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ practitioner, I have been able to navigate the increasingly complex financial landscape to focus on my clients’ unique circumstances and experiences. I strive to have each client understand the reason behind every investment strategy we undertake when implementing their financial plan. If they don’t understand, then I didn’t do my job properly. While I have been blessed with a number of awards and recognitions for my proficiency and professionalism, I believe that the true measure of success is found in my clients’ peace of mind. The greatest reward in my occupation is witnessing the ease my clients feel once we start working together – it symbolizes the confidence they feel in their financial futures.

I reside in Los Angeles, California, a residentially and geographically diverse landscape. When I am not providing excellent service to my clients, you can find me studying a variety of languages and subjects, reading, or filmgoing.

Alex Perez supervises the operational workflows of Amenity Wealth. As a Financial Associate, Alex is instrumental in streamlining our processes by way of his methodical approach and habitual efficiency. He’s also pursuing a Bachelor’s of Science in Finance degree at Western Governors University.

Our clients consistently praise Alex’s warm and friendly approach. As a California native, Alex feels a deep connection to the area and its diverse population.

In his spare time, Alex plays and records multiple instruments. His passion is for music, film, and the arts.

Dianna graduated from the University of South Carolina, where she earned a BSBA in Economics and Finance. To the great benefit of the team and clients of Amenity Wealth, she brings this same dedicated work ethic and high standard.

Growing up Asian American in upstate South Carolina has given Dianna that touch of southern hospitality which makes working with her so unique and memorable.

In her free time, she is co-owner of Tri Foods, Sweets, and Drinks LLC (a small at-home bakery). Her favorite part about being an entrepreneur is seeing the joy and satisfaction her delicious products bring to her customer’s faces.

CA Insurance License #0H43761