Diana Castro, CPA, CFP®Associate Advisor

    Current Role and Professional Background:

    As an Associate Advisor, Diana oversees the day-to-day relationship with her clients, addressing their financial advisory needs, participating in client meetings, and servicing their accounts. Prior to joining Goodman Financial in 2019, Diana worked as a Para Planner at a Houston-based RIA firm.  In addition, she has approximately 15 years of experience working in corporate tax.

    Education:

    Master in Professional Accounting, University of Texas at Austin
    Bachelor of Business Administration with Honors, University of Texas at Austin
    Certified Public Accountant
    CERTIFIED FINANCIAL PLANNERTM Professional

    Affiliations, Current and Past:

    Member, Financial Planning Association of Houston (2018 – present)
    Member, Texas Society of CPAs – Houston Chapter
    • Board of Directors (2010-2012)
    • Young CPA of the Year (2006)