Diana Sawiris, AIF^®, CFP^®
Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs.

Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help simplify your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Diana Sawiris

As a Citi Personal Wealth Management Wealth Advisor, I strive to build strong relationships with clients by earning their trust.

To do just that, before recommending an investment strategy, I analyze my clients’ individual financial situations, goals and risk tolerance to understand their total financial picture. I then offer my professional guidance in cash flow, asset allocation, risk management, retirement and estate planning, working with their legal and tax advisor.

I also provide clients with access to additional experienced colleagues on the Strategic Wealth Advisors Group, a Wealth Advisor team from Citi Personal Wealth Management.

I graduated from California State University, Northridge with a B.S. in Business with an emphasis in Marketing. I attended The Wharton School for Executive Education and Advanced Planning. I am a Registered Representative and hold Series 7 and 66 securities licenses. I am also Life & Health Insurance licensed.

I am also a CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional, which strengthens my ability to help clients plan their long-term financial goals.