Hello and welcome to my GladVisor webpage. I look forward to conversations and providing assistance to you, as you pursue your charitable planning goals. Be sure to take a look at my upcoming webinars and join in on the meeting. Or feel free to contact me directly. I look forward to meeting you.
Diana L. Calhoun, CFA
Welcome!
Upcoming Webinars & Seminars
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Resources & Downloads
News and Events
Is There a Problem With How We Give?
4 Non-Cash Gifts That Offer Huge Dividends
Six Strategic Steps for Involving Your Family in Giving
The Potential Impact of the Capital Gains Tax Hike
Diana L. Calhoun, CFA Ret.
GLADvisor
After 9 years at Transamerica Investment Research, Diana became a Managing Partner at Waite & Assoc. LLC and retired in 2006 from Lombardia Capital Partners as Investment Manager and the leader of trading, compliance and settlement operations, while mentoring young professionals.
Diana holds a BS in Business from CSULA, was designated a Chartered Financial Analyst in 1989 and has worked pro bono since 2006 with her husband Don as financial advisors to families and pastors, including classes at Baycities Church Lomita and Downey First Christian Church. Their purpose is to help others grow financial well-being as the basis for them to serve Christian values in their family, community and church.
From 2012-2021, Diana led Vacation Bible School classes, Ladies’ Bible studies and outreach missions at Baycities Church Lomita. Diana joined Kingdom Advisors in 2014 and has served as an Advisor to the Christian Foundation of America (CFA) since 2018.
Diana now serves as Ambassador for the LA Region of Hope for Women’s “Dress a Girl around the World” with an outreach to other nations… while building fellowship among volunteers in local churches. Diana and Don now serve at Calvary Chapel Palos Verdes.