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435 Wandering Ct Sonoma, CA 93632
1-800-123-4567

Julee Diano

Julee Diano
Customer Service Associate
julee@toamsfinancial.com

Customer Service Associate

Julee brings a strong attention to detail and a client-focused mindset to her role, with professional experience spanning accounting, administration, and customer service. Before joining TOAMS Financial, she worked as an Accounting Staff in a taxi business and later as an Administrative Coordinator in Dubai, where she strengthened her skills in document preparation, client communication, and operational support. These roles gave her the ability to manage complex tasks with precision while maintaining efficiency in fast-paced environments.

At TOAMS Financial, Julee handles a wide range of responsibilities, including preparing and organizing documents for new and existing clients, processing withdrawal requests, and clarifying account details. She also manages communication across multiple channels—phone, email, and text—ensuring clients receive timely updates and clear, accurate information. Recognized for her reliability and thoroughness, Julee plays a vital role in creating a smooth and responsive client experience.

Outside of work, Julee enjoys going to concerts, playing computer games, and traveling.

Focus On What Matters to You

Let us take the mystery out of financial planning and investing needs so you can get back to doing what matters.
The TOAMS Financial team are here to carry the weight. Your team of leading financial advisors has the expertise to make sure you get back to doing what you love. Feel confident that your family’s future is guided by a team of leading financial advisors in Jacksonville, Florida.
— No Cost Consulation

Locations

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

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Copyright All rights Reserved. Aeso, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Aeso is a registered business in Califronia (license #123560) Provided content is for informational purposes only and is completely fictional.

Planning Solutions International LLC dba TOAMS Financial is a registered investment advisor located in the state of florida. DISCLOSURES Full disclosure statement available here.

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