Diana CastroAssociate 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

     

    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)