Diana Robertson

Diana Robertson has been essential to Peak Financial Group since joining in 1993.

On behalf of our financial advisors, she provides all manner of financial reporting to our high-net-worth clients. This includes financial plans, models, and detailed, sophisticated analyses of nine-figure client investment portfolios, which often contain alternative investments, including private equity, real estate, hedge funds, venture capital, and tax-advantaged investments. In addition, she serves as the firm’s CFO.

After graduating from Grays Harbor College, Diana began her professional career as a Branch Manager for the Washington State Data Processing Service Bureau. Moving to California with Peter put her on the path of Construction Software Manager at Apollo Data. She then worked for two of her clients in the construction space as the Controller at Air Systems and Sanders Engineering.

Diana has previously been on the Board of Directors and the Finance Committee for Human Options in Irvine, whose mission is to educate, end, and prevent the cycle of relationship violence. She also actively supports and was previously the treasurer for the local water polo and swim teams, as well as for the Boy Scouts of America. She enjoys outdoor activities, including hiking with Peter and their two sons, Chris and Danny – she even accompanied Peter and Danny on a Mt. Kilimanjaro climb for her 60th birthday. She also enjoys weightlifting, cycling, and traveling with family and friends. She has participated in several half marathons (local and across the U.S.) and multiple Ragnar Relay road and trail team run events.