Getting to know her clients is very important to Moneta principal Diane Compardo. “I enjoy the relationships that I build with my clients,” she says. “Understanding all aspects of their lives helps bring a different level of service and understanding to the comprehensive advice my team and I provide.”
Having strong relationships also gives Diane the ability to help clients make important financial decisions. “We work together to set goals and objectives, and I always strive to do what is best for each client’s particular situation.”
Prior to joining Moneta Group in 1997, Diane was a manager with Price Waterhouse in the Personal Financial Services division. Throughout her five years at Price Waterhouse, she provided senior executives and other high net worth individuals with comprehensive financial planning services. Her range of expertise covers investment, retirement, stock options, qualified and non-qualified executive compensation and estate planning, including individual tax analysis and compliance.
In recognition of her professional accomplishments, Diane has been recognized with the Five Star Best in Client Service Award (as published in St. Louis Magazine) annually since 2008, and the NABCAP Top Wealth Manager award (as published in St. Louis Business Journal) in 2011.
When not serving as a Family CFO, Diane spends as much free time with her family as possible. She is a member of Westborough Country Club and also enjoys reading, golfing, running and spending time with friends. Diane and her husband, Ron Wienstroer, have three children.