FiAT is proud to be taught by leaders who are familiar with the industry and are exposed to its nuances day in and day out.
Diana Cason is responsible for the program's overall direction, planning, and execution. She brings a wealth of knowledge from her position at LFS Asset Management as the VP of Marketing, where she leads Business Development and Client Services.
Having owned several businesses of her own, she has an affinity for service-based client relations as a critical part of the Business Development Model.
Diana lives in the East Bay. She has 3 small grandchildren who also live in the East Bay with her son and daughter-in-law.
Facilitator/Curriculum Developer 2016
Noelia is responsible for creating the curriculum and facilitating the program for the week-long session, as well as helping to market and plan.
She is married and has two young children. She lives with her family on the Peninsula.
Facilitator/Curriculum Developer 2015
Matthew Lau is responsible for creating the curriculum and facilitating the program for the week-long session, as well as helping to market and plan. He is a graduate from Santa Clara University, holds a Series 65 license (Investment Adviser Representative), and is a candidate for CERTIFIED FINANCIAL PLANNER™ certification.
Matt lives in the Bay Area, where he enjoys playing guitar, piano, and soccer.