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.
Our primary goal is to provide our clients with objective, independent advice.
Diana Bacon, CFP® has been working with executives, small business owners, retirees and their familes 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 has earned a Bachelors of Science in Mathematics from University at Albany and an MBA from Dallas Baptist University.
She has served on the Board of Directors and as the Treasurer of Operation Kindness since 2005. She is a member of the Dallas Estate Planning Council.
Diana lives in Dallas with her husband, their daughter and their two dogs.
|
