Bacon Financial Management was founded in 2006 to provide personalized financial planning to individuals and families. We provide comprehensive financial planning in the areas of income tax, estate tax, investment planning, asset allocation, retirement planning, and employee benefit planning.
Diana Bacon, a CERTIFIED FINANCIAL PLANNER, has been working with executives, small business owners, retirees and their families since 1998. Diana began her career at The Ayco Company, LP as a financial analyst. She also has worked in the Personal Financial Counseling practice at Ernst & Young LLP.
She earned a Bachelors of Science in Mathematics from University at Albany and an MBA from Dallas Baptist University.
She served on the Board of Directors and as the Treasurer of Operation Kindness, animal shelter. She is a member of the Dallas Estate Planning Council.
Diana lives in Dallas with her husband, their two daughters and their two dogs. |
