Jimmy Diehl
Senior wealth advisor in San Ramon helping families, professionals and business owners make confident, value-aligned money decisions.
- MBA, CFBS, CLTC®, RICP®, AIF®, ABFP™
- Serving San Ramon and the East Bay, remote nationwide
Jimmy is my own wealth advisor, so I am not guessing about him. He is who I call when a mortgage question turns out to be a money question: whether to pull cash out or leave it invested, where a down payment should really come from, what a bigger payment does to a retirement plan you have been funding for twenty years. He teaches instead of sells, which is exactly why I am comfortable handing him a client. No fees or referral money change hands between us in either direction.
About Jimmy
Jimmy Diehl is a Senior Vice President and Senior Wealth Advisor at Lido Advisors, working out of the firm's San Ramon office. He focuses on helping families, professionals and business owners make confident, value-aligned financial decisions, and on making complicated planning topics understandable through education and collaboration rather than jargon. Early in his career, watching how many people had no real guidance around workplace benefits, debt and everyday money decisions pushed him out of retail management at Walgreens and into financial services. Before his firm joined Lido in 2025 he was a Senior Financial Strategist at Fountainhead Advisors, building personalized financial plans alongside his clients. He holds a B.S. in Marketing and Finance from Arizona State University and an M.B.A. from the University of Phoenix, along with the CFBS, CLTC®, RICP®, AIF® and ABFP™ designations. Born and raised in the East Bay, he lives in Pleasant Hill with his wife Annalise, their daughter Kendall and their dogs Moose and Maisy, and he plays piano, drums and guitar.
Territories
Where Jimmy works most, and knows best.
What Jimmy Diehl does
Down payment strategy, cash-out decisions, and the big picture around your home.
Financial planning for families and professionals
A written plan that ties income, savings, debt and goals together, so a housing decision gets made inside the whole picture instead of on its own.
Business owner planning
Cash flow, entity income, retirement plans and benefits for self-employed clients, the same income a lender is going to underwrite.
Retirement income planning
Turning savings into a paycheck that lasts, including how a mortgage payment or a paid-off house fits into the plan. Jimmy holds the RICP® designation.
Investment management
Portfolio construction and ongoing management through Lido Advisors, an SEC-registered investment adviser. Jimmy holds the AIF® designation.
Long-term care and risk
Planning for the expensive what-ifs, including long-term care and the coverage that keeps a plan intact. Jimmy holds the CLTC® designation.
- Senior Vice President, Senior Wealth Advisor at Lido Advisors, an SEC-registered investment adviser
- RICP®, Retirement Income Certified Professional
- AIF®, Accredited Investment Fiduciary
- CLTC®, Certified in Long-Term Care
- ABFP™, Accredited Behavioral Finance Professional
- M.B.A., plus a B.S. in Marketing and Finance from Arizona State University
- Based in San Ramon, born and raised in the East Bay
Want an intro to Jimmy?
Tell me a little about what you have in mind and I will connect you with Jimmy personally, usually the same day. You can also reach Jimmy directly at (925) 336-3714 or JDiehl@lidoadvisors.com; mentioning Take The Rate helps them know where you came from.
Service area
San Ramon, Danville, Alamo, Walnut Creek, Pleasant Hill, Dublin, Pleasanton, Lafayette, Concord and the greater East Bay, with remote planning for clients anywhere Lido Advisors is registered.
Office
12667 Alcosta Blvd, Suite 150, San Ramon, CA 94583
Open in Google Maps · lidoadvisors.com
Partner details last verified 2026-09-09. See something out of date? Let Travis know.