Knudsen Wealth Planning - Raymond James
Finance + Legal Services
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About Us
Dianna Knudsen is a Raymond James financial advisor and Senior Vice President of Knudsen Wealth Planning. She develops thoughtful, long-term financial strategies for individuals, families, and nonprofits, emphasizing comprehensive, personalized guidance tailored to each client's unique priorities. Dianna began her career in healthcare, spending nearly a decade in leadership roles after earning a master’s in occupational therapy. In 2015, she transitioned to financial services to help people strengthen their overall well-being through disciplined planning. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2021, underscoring her commitment to the highest standards of planning and ethical responsibility. Her practice focuses on education, clarity, and customization. By removing financial jargon, she uses a structured process to help clients understand their current situation, define where they want to go, and map the steps to achieve their goals. Based in Mason, Ohio, Dianna lives with her husband, Seth, and their three children: Carter, Angela, and Caden. Outside the office, she is active in youth activities and school volunteering, visits family in Minnesota and North Dakota, and pursues her goal of summiting Colorado’s tallest peaks.
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