Diana Ferrari
Client Relationship Manager, Unitus Financial Advisors

“One choice can change everything.”

Connect with Diana

Experience you can count on!

  • Serving Your Investment and Retirement Needs

  • 17 Years in the Financial Industry

  • 17 Years in Washington State

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Connect with Diana
Schedule an appointment: 503-423-8519

Service Area
Portland Metro, Salem, and Vancouver, WA

Disclosures

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Unitus Community Credit Union and Unitus Financial Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Unitus Financial Advisors, and may also be employees of Unitus Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Unitus Community Credit Union or Unitus Financial Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Unitus Community Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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