KWB & Associates, Inc. Wealth Managers Group, call toll-free (800) 478-8934, or local (909) 307-8220
Home About KWB About Our  Managers What We Offer Investing Philosophy Contact Resources
LPL Account View
KWB Nurturing your wealth

Investor Quick Links:
LPL Account View
KWB news and upcoming events
Investment calculators
SCE Federal Credit Union
La Loma Federal Credit Union
1st Centennial Bank
Retirement contribution limits

J. Dallas McKinnon

J. Dallas McKinnonDiana L. Fryer
diana@kwbwealthmanagers.com

Associate Wealth Manager, KWB Wealth Managers Group
LPL Registered Representative


Diana joined KWB Wealth Managers Group in June of 2000. She was hired on as a file clerk and has made her way up the career ladder to become a licensed Wealth Manager and the primary assistant to Kerry.

Diana is a native of San Bernardino and the second of three children. When she was 14 years old, Diana moved with her family to Yucaipa, where she graduated from Yucaipa High School with honors. Diana then went on to graduate from California State University San Bernardino with a degree in Business Administration with an emphasis in Management.

Diana’s interest in becoming a Wealth Manager stemmed from the many years of providing customer service to our clients. She grew fond of the relationships she established with clients and became eager to take those relationships another step forward by helping clients reach their financial goals. Diana’s goal is to continue to grow in her ever-expanding role at KWB by applying the knowledge she gains from Kerry and his other Wealth Managers in an ongoing effort to deepen the mutually rewarding financial relationship she develops with KWB clients.

Kerrick W. Bubb
Kerrick W. Bubb
kerry@kwbwealthmanagers.com
J. Jeffrey Marvin J. Jeffrey Marvin
jeff@kwbwealthmanagers.com
Robert J. Bullock

Robert J. Bullock
bob@kwbwealthmanagers.com

J. Dallas McKinnon J. Dallas McKinnon, CFP®
dallas@kwbwealthmanagers.com
Diana Fryer

Diana L. Fryer
diana@kwbwealthmanagers.com

 



Securities and Insurance Products offered through LPL Financial and it's affiliates, Member FINRA/SIPC
Insurance products offered through Private Ledger Insurance Services of California, Inc.

Not FDIC Insured
No Bank Guarantee
May Lose Value
Not a Deposit
Not Insured by any Federal Government Agency

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.
LPL's Privacy Policy