_An Edhat Reader
By Arlington Financial Advisors
Certified Financial Planner Dianne Duva, a founding partner of the wealth management firm Arlington Financial Advisors in Santa Barbara, has been named the company’s new managing partner.
A graduate of The George Washington University in Washington, D.C., Duva has worked at Arlington Financial Advisors since the firm launched in 2010. She advises high-net-worth families, business owners and women in transition. She helps clients understand and manage their net worth and solve complex financial problems by offering advice in an array of areas including retirement planning, insurance planning, estate and tax planning, and investment management. She holds the Certified Financial Planner® designation.
Passionate about sharing her expertise with the broader public, Duva co-hosts a weekly radio show called Money Talk on AM 1290 radio. The show covers topics related to wealth, financial well-being, and the global investment markets. Duva also serves as a board member for the Apples to Zucchini Cooking School and the Music Academy of the West. She is also a member of the Women’s Fund of Santa Barbara.
In 2011, Duva was selected as a Katherine Harvey Fellow, an 18-month leadership program. She was president of the non-profit women’s charitable organization Junior League of Santa Barbara in 2007, and successfully completed the Leadership Santa Barbara County program in 2005. She lives in Santa Barbara with her husband, Rob, and their two children.
Arlington Financial Advisors recently celebrated its 13th year in business serving the Santa Barbara community and marked a major milestone in the company’s growth: surpassing $1 billion in client assets.
The firm was founded by a group of long-time financial professionals determined to provide high quality, independent financial advice to Santa Barbara-area families and institutions. As a Registered Investment Advisor, the company is held to a fiduciary standard that requires its team to provide clients with a full explanation of their investing options and to only make recommendations that favor the client’s best interest.
With deep local roots, Arlington manages assets for nearly 400 local and national clients. The firm’s location in Santa Barbara’s historic Arlington Corner symbolizes its deep commitment to the community and its heritage. In addition to serving individuals and businesses, the company supports more than 30 nonprofits and local causes.
In addition to Dianne Duva partners include Joseph R. Weiland, Arthur R. Swalley, R. Wells Hughes, John A. Lorenz, and Cody Makela.
—Arlington Financial Advisors is located at 100 E. De La Guerra St, in Santa Barbara. For information call 805-699-7300, contact info@arlingtonfa.com, or visit https://www.arlingtonfinancialadvisors.com/.
