Focus Partners Wealth
42yrs
Top advisor by experience in Laguna Beach
30yrs
Diane Wegener has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Laguna Beach, California. Diane joined Edward Jones in 2007, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 59 advisors with offices in Laguna Beach, and one of 49 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 5% by experience at Edward Jones
Office1100 South Coast Highway Suite 219, Laguna Beach, CA 92651
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowEdward JonesCurrent firm
Contact Diane
Local office(949) 628-0500Ask for Diane. (314) 515-2000Main office · St. Louis, MO 1100 South Coast Highway Suite 219Laguna Beach, CA 92651Office · Get directions
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Questions to ask Diane
Tailored to Diane’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Diane
How do I contact Diane?
Call Diane’s local office at (949) 628-0500 or the Edward Jones main office at (314) 515-2000, and ask for Diane Wegener.
How long has Diane been a financial advisor?
Diane has been in the industry since 1996, about 30 years. Top 5% by experience at Edward Jones.
What licenses does Diane hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Diane a fiduciary?
Diane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Diane paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Diane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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