Diana Perkins, CPA is the founder of Trading with Diana, a high-touch, high-impact coaching platform designed to simplify the financial markets and empower individuals to take control of their financial futures. As a former options trader and licensed CPA, Diana brings decades of experience in public accounting, global strategy consulting, and trading equities and options.
Through her work with hundreds of traders, she’s developed a unique, real-world approach to teaching actionable strategies that build both confidence and skill. Her offerings include a signature New Trader Program for beginners, tailored coaching packages, and both online and in-person live workshops. Diana is on a mission to break down industry barriers, challenge stereotypes, and make trading accessible to all—especially women and new investors looking for clarity and results.
Show Notes:In this episode of Liz on Biz, Liz Theresa sits down with Diana Perkins, founder of Trading with Diana, to demystify the world of stock trading and make investing accessible to all. Diana shares her journey from CPA and options trader in the corporate finance world to finance educator and coach, empowering beginners—especially women—to confidently invest in the stock market.
They dive into the basics: opening a brokerage account (for as little as $7!), the differences between trading stocks, ETFs, and crypto, and how risk and reward balance out over time. Diana explains key concepts like swing trading, stop-loss orders, and the importance of time in the market versus trying to time the market. She also confronts common misconceptions, like needing a massive sum to get started or worrying that investing is only for high rollers.
Whether you're an aspiring investor, a curious first-timer, or someone looking to level up your financial knowledge, Diana breaks it all down in an approachable and encouraging way.
Topics Covered:
Connect with Diana Perkins:
Special Mention:Diana’s upcoming “Building Wealth with Confidence” workshop for women on July 16 – perfect for beginners who want to learn the foundational steps of investing.
Resources & Links:All links mentioned in the episode can be found in the show notes.
If you’ve ever felt intimidated or uncertain about starting your investing journey, this episode will give you the clarity and confidence you need to take the next step.
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