Diane Bourdo

President

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

As a member of the Financial Women of San Francisco, I play an active role on the scholarship committee, interviewing female undergraduate and graduate students who are pursuing careers in finance. A member of the Financial Planning Association, I participate on the pro bono committee that provides financial planning to underserved communities.

Joined: 1989

Education:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • MBA, University of California, Berkeley, Haas Graduate School of Business
  • BA, University of Wisconsin, Madison

Morning activity that makes me better at work: Exercise. During the 2008 financial crisis I woke up with a stomach ache nearly every day. But after an intense outdoor workout, I arrived at my desk ready to face the day, meet the needs of clients and keep moving forward.

Book on my bedside table: Angle of Repose by Wallace Stegner.

Favorite hobby: Running or hiking the trails of the Marin Headlands.

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.