Diane McCracken

Background

About Diane McCracken

Diane McCracken, C(k)P, AIF leads the WestHill Financial Advisors Group Qualified Retirement Planning team. Her team provides research and strategic planning on a wide range of retirement options and services. Most recently she has received the C(k)P® designation, a certification specifically for 401k professionals awarded by the Retirement Advisor University at UCLA Anderson School of Management. Recipients are required to complete a rigorous course-load, specific to the continually changing and complex field of retirement planning. Diane believes in continuing education and staying abreast of tax law changes that impact Qualified and Non-Qualified Retirement Plans. “My team’s goal is to become a valuable ally and time saving resource, helping our clients develop and maintain the best qualified retirement plan for their situation.” Diane began her professional career managing local savings and loan institutions. She later became a business banking officer for a local commercial bank. Her banking career spans a decade, from 1984 until 1994. Diane joined the TLA team (now WH) in 1994 and became a partner in 1995. Diane holds the following credentials and professional designations: Chartered Financial Consultant (ChFC) Qualified Plans Specialist (AXA Advisors, LLC) Certified 401k Professional C(k)P® Accredited Investment Fiduciary (AIF®) Investment Advisor Representative, WestHill Advisors, Inc, a Registered Investment Advisor. CA Insurance License #0B45837.