Ignite Your Future with a Proven Partner

Stella Secunda partners with financial services executives to develop talent, create successful transitions, and implement strategies that get results.
Who We Serve
Broker/DealersFintechAccounting Firms with Wealth DivisionsBanksRIAsInsurance Companies

Futureproof Your Business

Implement proven strategies to help prepare your firm for today’s demands plus tomorrow’s opportunities.

Build for the Long-Term

Financial services firms thrive when their people thrive. We help develop their teams so they always deliver the best for clients.

Measure What Matters

Your unique engagement is an action-oriented plan that results in measurable, meaningful, and positive transformations.
How We Can Help You

Succession Planning

Our consultative guidance bridges the gap between your most experienced advisors and your talented newcomers so you can continue to grow and expand client services as your business changes.

Next-Gen Talent Development

Today’s investors want continuity of advice, and often that means you need younger and more diverse advisors. We’ll help you attract, develop, and retain the team you need to compete and win in the years ahead.

Innovative Strategic Planning

Sustainability in business begins with a strong team, leads to loyal clients, and continues with a strong vision for the future. Our methods are tested and have built advisory firms for years. Is yours next?
As Seen In
Awards + Recognition
Forbes Top Women Wealth Advisor 2017, 2018, 2019, 2021, 2022, 2023
RIA Intel Industry Advocate of the Year 2022
Crain’s Cleveland Influential
Women in Finance 2021
Crain’s Cleveland Top 25
Investment Advisors 2023
Women to Watch 2018
Who We Are

Stella Secunda was founded by Carina Diamond, a longtime financial advisor and firm executive who has successfully built and grown multiple advisory businesses. With over 25 years of experience in developing, implementing and executing strategies that deliver results, Carina now uses her expertise to help more companies in financial services prepare to thrive through a dramatically changing modern workplace.