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Jimmy Diehl | Team Member | Fountainhead Advisors

Jimmy Diehl

MBA, CFBS®, CLTC®, RICP®, AIF®, ABFP™

Senior Financial Strategist

About Jimmy Diehl

Jimmy Diehl, MBA, AIF®, RICP®, CFBS®, ABFP™, is a Senior Financial Strategist at Fountainhead Advisors, where he partners with families, professionals, and business owners to build thoughtful, personalized financial strategies that support long-term success.

Born and raised in California’s East Bay, Jimmy is a proud graduate of Arizona State University. He earned his bachelor’s degree in University Studies with an emphasis in Finance and Marketing in 2008 and went on to complete his MBA in 2013.

Jimmy began his career at Walgreens, where he saw firsthand how employees often lacked the guidance needed to fully understand and optimize their workplace benefits. He also witnessed how many medical professionals and peers struggled to manage student debt while trying to build a sustainable lifestyle. These early experiences inspired him to shift into the financial services industry in 2013, driven by a desire to help others navigate their financial lives with more clarity and confidence.

After returning to the East Bay, Jimmy met his wife, Annalise. They now live in Pleasant Hill, California, with their daughter, Kendall, and two dogs, Moose and Maisy.

Jimmy holds several advanced designations, including the Certified Family Business Specialist (CFBS®), Retirement Income Certified Professional® (RICP®), Accredited Investment Fiduciary® (AIF®), and Accredited Behavioral Finance Professional™ (ABFP™). His well-rounded experience and client-first mindset make him a trusted partner in helping clients make smart, values-aligned financial decisions.

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