Diane C. Jakubowski, MBA, CFP®

California State Icon Lafayette, California
Senior Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
Person Icon

About Diane

Diane Jakubowski’s diverse background includes expertise in investment banking, portfolio management, personal financial planning, and fundamental and quantitative investment analysis. In 1984 she co-founded and began serving as President and a Director of CPIC, which joined the EP Wealth Advisors family in 2019. Diane has advised individuals, trusts, and corporations on their investment portfolios since 1980. She earned an MBA at the University of California, Berkeley, and a BA, Psychology, magna cum laude, at the University of Michigan. Diane worked for EF Hutton & Co.’s investment banking group, and in San Francisco and Denver as an investment manager. She co-founded Fintec, a firm that designed software for financial and tax analysis. Diane also has taught financial management at Golden Gate University, and lived and worked in the Middle East and Asia. She has been a trustee of the World Affairs Council of Northern California, a member of the board of the UC Berkeley Business Alumni Association, and a speaker at the Investment Management Institute’s conferences on global investing.

Certificate Icon

Education

University of Michigan, BA Psychology
University of California Berkeley, Masters of Business Administration

How can Diane help?

52d9867d-2920-4f96-878c-d799974eaf06

Office Building Icon
Diane works in our Lafayette office in California, see their office information here.
Lafayette Office