JAMES DIEHL

FINANCIAL ADVISOR

James appears in the Top 100 People in Finance Magazine

Jimmy Diehl, MBA, CFBS, RICP, AIF
Financial Advisor, Managing Associate

 

Helping others reach financial independence and the fruits of their life-long labor motivates Jimmy Diehl professionally.

As a financial advisor with Mass Mutual Northern California, based in Walnut Creek, CA, Jimmy also finds it rewarding to serve those just starting out in their professional careers.

 

Whether his client goals include preparing for milestone life events like retirement or college, or whether they are simply looking for life, disability income, or long-term care insurance protection Jimmy takes pride in helping clients navigate through the pros and cons of each financial strategy through education.

 

While the bulk of his time is devoted to clientele, Jimmy also trains advisors to assist in their career growth and success, as he feels fortunate to have been mentored by respected members of his industry.

Prior to his current role, Jimmy worked in several management positions for Walgreens, teaching him patience, interpersonal skills, how to manage people, and that clients come first.

 

Education has also been a top priority for Jimmy, who holds an MBA and is certified as a Family Business Specialist (CFBS), Retirement Income Certified Professional (RICP), and Accredited Investment Fiduciary (AIF).


In his work, Jimmy adheres to the saying, “Being smart doesn’t make you qualified to be an advisor. Asking the right questions, albeit challenging or uncomfortable at times, while listening and connecting with people is ultimately what leads to success”.

Download the 2019 Top 100 People in Finance Magazine and see Jimmy's feature on page 88.

2018 The Top 100 Magazine by Redwood Media Group Inc.

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