Diana Machado serves as a financial advisor at Cummings Wealth Management. Known for her warm approach and deep technical expertise, Diana blends her background in accounting with holistic financial planning, helping clients integrate investment strategies with tax planning efficiency.
Originally from Colombia, Diana earned her Bachelor’s Degree in Accounting from Universidad Santiago de Cali. With more than a decade in public accounting, she brings both technical strength and practical insight to every client relationship.
Most recently, Diana earned her securities licenses, expanding her ability to offer fully integrated financial plans that consider both investment and tax planning implications. Clients appreciate her friendly demeanor, attention to detail, and commitment to building long-term, valued partnerships.
Diana and her daughter Maria have called the Treasure Coast home for over eight years and are active members of the community.