Diana Louie
Advisor at Nectarine
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Diana Louie is a financial advisor at Nectarine in Santa Clara, CA, holding Series 63 and Series 65 licenses. She has one year of experience at Nectarine and previously worked for ten years at Google. Nectarine serves individual clients, including both non-high-net-worth and high-net-worth households, by offering consultative financial planning through an online advisor-selection platform. The firm emphasizes long-term asset allocation with low-cost, index-based ETFs and mutual funds and structures engagements as hourly, fixed, or recurring flat-fee arrangements without managing client investment portfolios.
Expertise
Based on Nectarine
General retirement planning
Income planning
Life insurance needs analysis
Cash flow / budgeting
Fee options
Plan Services flat fee generally less than $10,000; Ongoing Financial Planning Services flat fee generally ranges from $100 to $3,000 per quarter
Generally less than $500 per one hour session
Ongoing Financial Planning Services charged quarterly in advance, flat fee generally ranges from $100 to $3,000 per quarter
Fee-only: Hourly rate generally less than $500 per one hour session; Flat fee generally less than $10,000 for an 8-week Plan Services engagement; Flat fee generally ranges from $100 to $3,000 per quarter for Ongoing Financial Planning Services
Location
Santa Clara, CA
Most active in
Diana L has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Nectarine
2026 - Present (1 year)
2015 - 2025 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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