Diane Bourdo, CFP®


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In Diane's Own Words

There’s nothing more gratifying to me, both personally and professionally, than seeing our clients grow in confidence, competence and courage.

Diane Bourdo outside of the office
Diane's Bio

I joined The Humphreys Group in 1989, became a Principal in 1993, and have been President since 2005.

During the last 25-plus years I have been extensively involved in all aspects of our work with clients, tackling investment and financial planning issues. I am particularly passionate about helping women get smarter about money – and to see the ways in which they already have money competence. I strongly believe in a culture of continuous learning – whether that applies to investment strategies, new financial planning opportunities or strengthening our team. To that end, I ensure that we continually improve our clients’ experience, encourage innovation and spur growth. This has become increasingly important during the pandemic. The combination of our dedication our clients’ positive financial outcomes and our embrace of an experimental mindset has helped us evolve and grow as a team in new ways.

In addition to community service work we do as a team, as a member of the Financial Planning Association, I participate on the pro bono committee that provides financial planning to underserved communities.

Fun Facts

More about Diane



I joined The Humphreys Group in 1989, became a Principal in 1993, and have been President since 2005



  • MBA, University of California, Berkeley, Haas Graduate School of Business
  • BA, University of Wisconsin, Madison
Morning Activity

that makes me better at work:

Immersing myself in nature, most often by hiking with friends or family. Living in San Francisco makes that easy with perfect spots to explore nearby (The Presidio and Golden Gate Park) or the many terrific state parks within an hour or two!


On my bedside table

Cassandra Speaks by Elizabeth Lesser.
favorite things


Hiking in the many nearby state parks with friends or my daughter.

Like I always say

My motto:

“Chance favors the prepared mind.” — Louis Pasteur

From My Fifth Grade

Report card:

Diane is an earnest and curious student. She did a very nice job on her book report about her heroine Babe Didrikson Zaharias. While we encourage her to read as much as she wishes, we are also happy to see that she has a lot of fun playing tetherball at recess.
Meet the Rest of Our Team

The Humphreys Group Team

If we made women’s unique strengths, concerns, and preferences the financial norm, what would we see?

Learn to invest like a woman.
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