Diana Barrios

Diana Barrios is a Client Services Associate at EFC Wealth Management and a trusted member of the client experience team. With over seven years of experience in financial services, she supports clients through retirement planning, account transitions, and ongoing portfolio operations with clarity and care.

Diana brings extensive experience working with retirement accounts and alternative assets, including gold, and has supported transactions totaling more than $1 billion in client assets in collaboration with leading custodians and financial institutions. She is currently pursuing a Bachelor’s degree in Business Economics at UCLA and holds an Associate degree in Economics, along with formal training in financial modeling, project management, and business writing.

Known for her patient, detail-oriented approach, Diana is committed to guiding clients confidently through complex financial processes.

Diana is dedicated to ensuring every client experience is handled with precision, transparency, and care. She believes trust is built through clear communication and follow-through, and she approaches every interaction with a client-first mindset aligned with EFC Wealth Management’s commitment to excellence.

Outside of the office, Diana enjoys classical music, spending time on the golf course and driving range, and working part-time with children.