Diane Zing's Qualifications

Diane is an Investment Advisor Representative with National Planning Corporation. She is also a Vice President of Investments with Trilogy Financial Services. Prior to joining Trilogy, she spent several years as a successful senior business professional with expertise in account management, revenue & goal plan implementation, and project & team management. Her results impact short and long term objectives.

Diane joined Trilogy Financial Services in March 2007. Diane's hard work and dedication to her clients has been prevelent since the beginning of her career. Thus far, Diane has been awarded Trilogy's "Rookie of the Year"*, "Rising Star"*, "2009 Woman of the Year", "2009 Top Insurance Producer"*, and since joining Trilogy Financial Services, has been one of the top overall producers for the Denver office - along with being recognized company-wide as a leader, mentor and advocate for helping newer representatives cultivate their approach to help their clients work towards financial independence.

Diane holds the Securities Series 6, 63, 65 and 7 licenses in addition to being licensed in Life, Health, Disability and Long Term Care.  These licenses allow Diane to use a variety of products and services to help meet her clients' specific financial planning needs. Diane also has the support of experts in Tax & Estate Planning, Business Planning, Real Estate, Mortgage, and other areas of financial need, to help her clients work towards reaching their financial goals. She firmly believes in the synergy between these areas of financial services. These entities together create a pillar of education, knowledge and planning efforts to help Diane's clients work towards their financial goals. Diane strives to stay on the cutting edge of information, and is a member of various organizations:
 

The Women’s Estate Planning Council:
The mission of the Women’s Estate Planning Council is to promote interaction between women estate planning professionals educationally, professionally, and socially.  Founded in 1995, the WEPC brings together CPAs, Estate Planning Attorneys, and Financial Planners for monthly meetings.  These meetings focus on the intricacies of passing wealth to heirs effectively and efficiently.  www.wepc.net 

*These awards are based on production value.

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