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At PGL Financial we truly believe that life is about more than just money. We aspire to help all of our clients live a happier, healthier and better quality of life. The road to achieving a better quality of life begins by defining your values and your goals. Our job is to help you attain your definition of an ideal life based on what matters to you.

Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.

Dianna Laney, ChFC®, CRPC® Photo Dianna Laney, ChFC®, CRPC® Hover Photo
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Dianna Laney, ChFC®, CRPC®

LPL Financial Advisor

   Dianna Laney, ChFC®, CRPC®

   LPL Financial Advisor

    CA Insurance Lic# 0E98966


     (916)669-9076

     Service@PGLfinancial.com

 

In meeting Dianna, you’ll be able to see how passionate she is about helping clients work towards their financial goals. “Growing up, my family was often living paycheck to paycheck. My parents didn’t know how to do more than pay bills and stay out of debt. They didn’t have anyone to help them understand what they could be doing to improve their financial situation and I was very aware of the stresses that added to our family life. When working with my clients, I aim to accomplish three things. Help them gain more knowledge and confidence with their finances. Understand the impact of their financial decisions and keep motivating them to make progress towards their goals. If I can do these things, then over time, we’ll be successful.”

Dianna has been in the financial services industry for over 20 years and has been serving her own clients since 2005. After growing a successful solo practice, Dianna merged her business with Ideal Life Financial Advisors in 2016 and has been instrumental in developing the firm’s ability to deliver Wealth Management & on-going Financial Planning to our clients.

If you run into Dianna around town, you may find her enjoying time with her husband of 17 years and chasing her two young children at a park. In her spare time, Dianna enjoys being outdoors, running, hiking, camping, dabbling in cake decorating, singing or just enjoying a bit of people watching.

Dianna Laney holds a B.S. in Business management and has been in the financial services industry for 20 years. She holds the Chartered Financial Consultant (ChFC®) and Chartered Retirement Planning Counselor (CRPC®) designations, holds Series 7, 66, & 24 through LPL Financial.

Dianna focuses on working with Women, Environmental Consultants & Engineers, Physicians & Nurses and Baby Boomers


Angel M. Perez, EA, CFP® Photo Angel M. Perez, EA, CFP® Hover Photo
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Angel M. Perez, EA, CFP®

LPL Financial Advisor

  Angel M. Perez, EA, CFP®

  LPL Financial Advisor 

   CA Insurance Lic#0B92384


   (916) 983-1160

   Service@PGLfinancial.com


Angel M. Perez has owned and operated a tax preparation and planning business since 1992 and became an Enrolled Agent in 1996. He also holds a B.A. in Economics from the University of California, Davis.

In 1998 he expanded his business into financial planning by obtaining his California Life and Insurance License, as well as his Series 6, 7, 63 and 66 registrations with LPL Financial. He also holds a Series 66 with LPL Financial and Ideal Life Financial Advisors. In an effort to better serve his clientele, he obtained his CERTIFIED FINANCIAL PLANNER®. Angel and his wife Lelia live in Folsom, California.

Savannah Hadley Photo Savannah Hadley Hover Photo
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Savannah Hadley

Operations and Marketing Associate

  Savannah Hadley

  Operations and Marketing Associate

   CA Insurance Lic#0M34961


   916-669-9076

   Savannah@PGLfinancial.com


Savannah serves as our Operations and Marketing Associate. In this crucial role, Savannah assists in opening, maintaining and servicing client accounts as well as coordinating our marketing & outreach programs.

A University of California, Davis graduate with a BS in Ecological Science, Savannah began her career working for a Public Relations Firm where she then transferred to Insurance before she landed with our team. With her experience in marketing and extensive knowledge in insurance, she has a wide array of skills to help promote and support the growth of the firm.

Savannah adds to our office family of avid dog enthusiasts with her two rescue dogs, Carly and Freya. In her free time, Savannah can be found camping in Lake Tahoe with her friends or on the back of a horse soaking up the sunshine.


Beca Irwin Photo Beca Irwin Hover Photo
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Beca Irwin

Client Relationship Manager

  Beca Irwin

  Client Relationship Manager

 

  (916) 669-9076

  Beca@PGLfinancial.com


Beca is part of our Wealth Management Team working directly with Dianna Laney to assist in preparing financial plans and manage the firm’s Wealth Management Client Service Experience. A graduate of Sacramento State University with a BA in Philosophy, Applied Ethics and Law, Beca worked as a paralegal before deciding to transition over to the financial industry. Since joining our team, Beca has obtained the Registered Paraplanner (RP®) designation and works with the team to prepare financial plans and deliver excellent client service. Her ability to pay attention to detail and handle multiple projects at once makes her a great asset to the firm and our clients.

Beca is an avid dog enthusiast and when she’s not adventuring around Folsom Lake, volunteers with Pawsitive Impact; working with dogs & local youth. She also maintains a well-balanced diet with any variety ice cream and donuts.

Danielle Wehrle Photo Danielle Wehrle Hover Photo
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Danielle Wehrle

Administrative Assistant

  Danielle Wehrle

  Administrative Assistant

   CA Insurance Lic#0L49523


   916-669-9076

   Danielle@PGLfinancial.com


Danielle is an Administrative Assistant for Angel Perez and enjoys the challenges that come with assisting Angel's clients. Our “Jane of many trades”, Danielle helps with office management, client servicing of investment accounts and practice management.

A native of Folsom/El Dorado Hills, Danielle is an avid dog lover and may be found fostering rescue dogs. She enjoys spending time with her husband, traveling, wine tasting with friends and spending weekends at the lake.