Chris graduated with a degree in Management Science and a minor in Applied Mechanics and Engineering Science from UC San Diego. She gets a thrill out of transforming client’s financial data into a story. That story creates a space to explore practical solutions and reconcile the emotions that arise.
Chris has a passion for sharing her financial planning knowledge and is dedicated to creating outreach programs for communities in need. She served as Pro Bono Director of the SF Financial Planning Association (FPA) for 5 years and volunteers as a financial counselor for Financial Planning Days, the Assessor’s Family Wealth Forum, Jewish Community Center programs, and more. Chris is proud to serve as a liaison with the SF Treasurer’s Office of Financial Empowerment and the San Francisco Public Library to bring financial counseling resources and financial literacy to San Franciscans.
In December of 2017, Chris was honored to receive the Heart of Financial Planning Award by the SF Chapter of the Financial Planning Association. The award recognizes planners that engage in extraordinary work, contributing, and giving back to the planning community and the public through financial planning.
She is proud to have created the BayAreaFinancialPlanningDays.org website with Diana Freeburg so that the Bay Area Public can find free planning resources they need in a safe environment.
Diana Freeburg joined Remedios Financial Planning in September 2018. She received her Certified Financial Planner™ designation in 2016, and is thrilled to be stepping into an Associate Financial Planner role at last.
Diana graduated from Lewis & Clark College in 2008 with a degree in Psychology, and then moved to San Francisco where she spent nearly 10 years in the nonprofit sector. She worked for Consumer Credit Counseling Service as a Credit & Housing Counselor, and then at The San Francisco LGBT Community Center, where she ran their First time Homebuyer and Financial Services program. In these positions she was privileged to help people get out of debt, manage their cash flow, and buy their first homes.
Diana is passionate about helping individuals and families at all levels of income overcome financial obstacles and build assets. She is excited to help roll out the “Pre-Planning” service offering at Remedios Financial Planning, as she sees this as filling in a major service gap in the financial services industry.
Diana and her husband live in the Outer Richmond with their toddler son Milo. She enjoys getting out in Golden Gate Park, walking to bakeries on Saturday mornings, teaching Milo dance moves, and trying to get a full night of sleep.