San Francisco, CA (PRWEB) May 10, 2017
May 8, 2017: CAL Insurance & Associates Inc. welcomes Diane Beatty as managing director, Private Client Services. Diane has extensive experience working with high-net-worth/affluent families by helping them transfer risk through various insurance products. She is a true adviser in every sense of the word, putting her clients’ needs first and foremost to find the right solutions for their individual situations.
“We are excited to have such a talented person head up our HNW team” says Joe DeLucchi, CAL president & CEO. “She is the epitome of a CAL broker, working tirelessly to exceed clients’ needs and expectations. She is a great asset to our team.”
“I am truly excited to be with CAL,” Diane says. “They have been such a presence in the Bay Area for the past 90 years, and I look to build on that legacy starting today!”
CAL Insurance is an independent insurance agency with deep roots in San Francisco — and one of the highest client-retention rates in the Bay Area. CAL’s experts access a full spectrum of services and insurance products, including commercial, employee benefits and personal coverage.
More about CAL Insurance may be found at http://www.cal-insure.com.
Diane’s new contact info is dbeatty(at)cal-insure(dot)com, 415- 680-2112.