Veteran Financial Advisor and Wealth Management Executive Carina Diamond Launches Consulting Firm Focused on Next-Generation Planning
CLEVELAND, Sept. 27, 2023 /PRNewswire-PRWeb/ -- Carina Diamond, an award-winning financial advisor with more than 25 years of experience building and growing wealth management teams, today announced the launch of her new firm, Stella Secunda, which will provide consultative strategies to help financial services firms navigate change and embrace next-generation business opportunities.
- Latin for "Next Star," Stella Secunda helps financial firms develop nascent talent to support succession planning while also guiding owners through transitions in the natural lifecycle of their businesses.
- The company serves a wide array of financial services clients, including fintech and insurance companies, advisory firms, broker-dealers, banks, and accounting firms with wealth management divisions.
- At Stella Secunda, Diamond will provide a variety of services, including succession planning, next-generation talent development, and the creation of organic strategies.
- Diamond was most recently Chief Growth Officer at Dakota Wealth Management, an independent wealth management firm with $3.2 billion in assets under management.