Dianna Petersen in

Dianna Petersen

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Financial Services Professional at Definitive Financial & Insurance Services
📍 Roseville, California, United States

Dianna Petersen is the Broker/CEO of Definitive Financial & Insurance Services with 20 years of experience. A graduate of California State University-Sacramento, she specializes in designing company benefit plans to attract and retain talent, and also helps individuals and families navigate Medicare options.

Demonstrating a commitment to her local business community, Dianna is an active participant in the South Placer Business Network, where she contributes as the organizations Secretary and has been a featured speaker.

Unique fact: She holds a leadership position as Secretary for the South Placer Business Network, actively supporting local commerce.

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Experience
22 Years
Current Role
Financial Services Professional
Location
Roseville, California, United States
Personality Overview

How Dianna shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dianna cares about

Employee Retention
Helps small and mid-sized businesses design and manage employer-sponsored benefits to attract and retain great people.
Medicare Navigation
Specializes in simplifying the complexities of Medicare for seniors, families, and caregivers, offering clear and personalized guidance.
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Career

Work history

9-2018
Financial Services Professional
Definitive Financial & Insurance Services
6-2016 - 9-2018
Financial Services Professional
MassMutual Northern California
4-2015 - 5-2016
Benefits Specialist
Owen-Dunn Insurance Services
5-2003 - 4-2015
Account Manager
Miner Financial & Insurance
In the press

Media appearances

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Education
2003 - 2007
Bachelor of Arts (BA)
California State University-Sacramento
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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