Kelley Sastokas is the Manager of Client Experience and Marketing at The Diamond Group Wealth Advisors, delivering concierge service to our esteemed clients and colleagues.
She is responsible for creating and delivering marketing communications for the Diamond Group Wealth Advisors and ensuring that our clients are receiving the highest and best care on a continuous basis.
Her previous experience in the financial services industry includes sales and marketing roles at State Farm Insurance and John Hancock Financial Services. She has a strong background in providing strategy and tactics to serve affluent clients’ financial planning.
Kelley is our go to specialist in our life, health and disability insurance arenas and ensures that our business owners and entrepreneurs have established the proper wealth protection.
She lives in the San Francisco Bay Area and enjoys exploring the area’s museums, restaurants and state parks with her children and husband.
- Pennsylvania State University, B.S. Marketing
- California Life, Accident and Health - CA Insurance Lic#0C58468
For Questions or assistance, please contact Kelley at [email protected]