Diamond Private Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Team photo for Diamond Private Wealth Advisors
Team photo for Diamond Private Wealth Advisors

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Advisors

Bill Penland Jr

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bill Penland Jr's website


Team

Virginia Gonzalez

Virginia Gonzalez

Client Relationship Manager,

Office Manager

Roles & Responsibilities

  • Client Appointment Scheduling
  • Handling basic client transaction requests (i.e.: money movement requests)
  • Client Meeting Document Preparation and Follow up Correspondence
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