Diva Helmy, CFP®, RMA®
Associate Vice President,
Financial Advisor,
CERTIFIED FINANCIAL PLANNER®,
Financial Planning Specialist
Direct:
(925) 746-2940(925) 746-2940
Industry Award WinnerMy Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Success, at its highest degree, is something that’s both achieved and sustained. Our clients come to us having already done the former. They’ve founded and run public and private companies. They’ve sold family businesses. They’ve established high net worth families. And they come to Bay Area Wealth management at Morgan Stanley because they need help redefining what success should look like going forward, not only for retirement, but also for their family and legacy.
Equipped with the elite Certified Financial Planner™ designation, an industry gold-standard that speaks to my comprehensive skillset, analytical approach, and unwavering professional ethics. I focus on guiding clients across a wide array of needs. This includes everything from retirement income planning, employee benefits and compensation, and investment management, to tax management and estate planning strategies.
While I pride myself on providing an intensely personal service, I also believe in leveraging the full technological resources and intellectual capital of Morgan Stanley, a global leader in the wealth management and investment management industry. This dynamic approach allows me to help successful families achieve their most important financial objectives with a tailored and comprehensive service.
Because our team often works with families, I also emphasize cross-generational education. Meeting with clients’ children and grandchildren, I help them develop the kind of long-term financial perspective needed to continue building on their family legacy.
Originally from the Bay Area, I lived for several years abroad while earning my undergraduate and graduate degrees, before returning home to embark upon my career in wealth management. In my free time, I enjoy travelling abroad and surfing in Marin county and San Francisco.
For a second opinion about your current investments, or to talk about your goals, please call me at (925) 746-2940, or email Diva.Helmy@morganstanley.com.
Equipped with the elite Certified Financial Planner™ designation, an industry gold-standard that speaks to my comprehensive skillset, analytical approach, and unwavering professional ethics. I focus on guiding clients across a wide array of needs. This includes everything from retirement income planning, employee benefits and compensation, and investment management, to tax management and estate planning strategies.
While I pride myself on providing an intensely personal service, I also believe in leveraging the full technological resources and intellectual capital of Morgan Stanley, a global leader in the wealth management and investment management industry. This dynamic approach allows me to help successful families achieve their most important financial objectives with a tailored and comprehensive service.
Because our team often works with families, I also emphasize cross-generational education. Meeting with clients’ children and grandchildren, I help them develop the kind of long-term financial perspective needed to continue building on their family legacy.
Originally from the Bay Area, I lived for several years abroad while earning my undergraduate and graduate degrees, before returning home to embark upon my career in wealth management. In my free time, I enjoy travelling abroad and surfing in Marin county and San Francisco.
For a second opinion about your current investments, or to talk about your goals, please call me at (925) 746-2940, or email Diva.Helmy@morganstanley.com.
Diva Helmy, CFP®, RMA® has been recognized as an industry leader
- Forbes Best-in-State Wealth Management Teams, 2024, 2025
- The Forbes rating is compiled by Shook Research and Awarded annually in April based on information from a 12-month period ending June of the prior year.
Securities Agent: AZ, AK, DE, CT, TN, CO, WY, VA, TX, HI, NV, ID, NJ, IL, AL, WA, SC, PA, NY, MI, RI, OK, OH, NM, KY, WI, NC, MD, IN, GA, FL, OR, CA, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 2365387
NMLS#: 2365387
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Direct:
(925) 746-2940(925) 746-2940
Awards and Recognition
Forbes Best-In-State Wealth Management Teams
2024-2026 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded 2024-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Diva Helmy today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
