Diane Sun
Wise Financial Services & Realty Inc.

RE & Mortgage Broker

About Me



Certified Residential Specialist (CRS), from Council of Residential Specialist.

Certified Commercial Investment Member (CCIM),  from CCIM Institute.

Certified International Property Specialist (CIPS), from National Association of Realtors.

Seniors Real Estate Specialist (SRES), from National Association of Realtors.

e-PRO, from National Association of Realtors.

GREEN, from National Association of Realtors.

Certified New Home Specialist (CNHS) & Residential Construction Certified(RCC) , from Dennis Walsh & Associates, Inc.

Accredited Staging Professional (ASP), from Home Staging® , StagedHomes.com

Nationwide Mortgage Licensing System (NMLS)





Member of MLS Listing, Proxio,  NAR, CAR, Silvar, NMLS, AREAA, Council of Residential Specialist,  Institute of Luxury Home Marketing, CIPS, Green Resource Council, StagedHomes, , CCIM Institute.




Real Estate Broker, Officer licenses from California Department of Real Estate.

Mortgage Officer License from Nationwide Mortgage Licensing System & Registry.

Various training on legal,  insurance,  real estate investment, short sale, REO, finance.

Master of A. S., Ph.D Candidate, E.E., University of British Columbia, Canada.

Master of E.  Bachelors of E., Business, Beihang University,  Beijing, P. R. China.





Founded and Acting as the managing broker for Wise Financial Services Inc. DBA as Wise financial Services & Realty Inc.

Established and maintained mortgage account with many top tier lenders, and originated various loans for different situations.

Seasoned guest speaker about real estate market, investment, mortgages on FM 92.3, FM 96.1,  Sino TV

Created & Advocated the New Real Estate Golden Rule: Location, Timing, Financing.

Co-Founded Photoniko, a High-Tech Start-Up, which was merged to a public company.

Worked years for many high-tech companies like AOL/Netscape, WebX, Lucent, IBM, ProofPoint.

Savvy real estate investor, aged residence of Los Altos Hills, Palo Alto. Lived or worked in Burlingame, Cupertino, Mountain View, Redwood City, San Jose, San Mateo, Sunnyvale.

Dedicated Broker Pursuing Excellence of Professionalism .

What’s In It For You


Certified Residential Specialist (CRS) agents have proven record of success—3X success. CRS agents must meet stringent education and experience requirements. That’s why only 3% of REALTORS® are Certified Residential Specialists. CRS agents are dedicated professionals. They work to ensure success for their clients by tapping into their superior training, exceptional professional referral network, and timely and cutting edge industry resources. You need to work with a Specialist when you make the most important decisions in your life time: purchasing or selling a home.

CCIM is knowledgeable in theory and application for commercial real estate, equipped with industry-leading  technology , connected to a global membership network, ethical and committed to upholding the prestige of the CCIM designation, equipped with the latest news and information, and dedicated to serving clients.

Certified Luxury Home Marketing Specialist (CLHMS) Recognized as the mark of accomplishment in luxury markets around the world, the CLHMS  designation assures affluent buyers and sellers that the agents who have earned it have the knowledge, experience, competence, and confidence they require.  For Sellers, CLHMS  can develop and implement a customized lifestyle marketing plan for your luxury residence and use a long list of special marketing tools to work for you. For Buyers, CLHMS can help zero in the on just the right residence to fit in your lifestyle with upper-tier market expertise and strong negotiation skills. The CLHMS’s global network and competent skills can help you accomplish your real estate goals the best.

Certified International Property Specialist (CIPS), The Certified International Property Specialist Network (CIPS Network) comprises 2,200 real estate professionals from 50 countries and is the specialty membership group for global business practitioners of NAR. The CIPS designation prepares REALTORS® to service the growing international market in their local community by focusing on culture, exchange rates, investment trends, and legal issues. International real estate opportunities are everywhere, CIPS can provide you with the knowledge, research, network and tools to globalize your business.

Seniors Real Estate Specialist (SRES), SRES® designees are REALTORS® qualified to address the needs of home buyers and sellers age 50+, who have the necessary knowledge and expertise to counsel clients age 50+ through major financial and lifestyle transitions in relocating, refinancing, or selling the family home.

An e-PRO is a REALTOR® who has successfully completed the e-PRO training program for real estate professionals. Endorsed by NAR, the e-PRO can effectively use web sites, e-mail, video, audio, on-line or motile tools, social media, what a consumer wants, to market your property with less hassle and expense.

Certified New Home Specialist™  and Residential Construction Certified

 With these certifications, a group dedicated to provide the highest level of professionalism and service to builders, developers, and new home Sellers / buyers. The training covered architectural design and planning, blueprint reading, topography, site design, evaluating quality construction, materials, methods, construction terminology and scheduling, which agent can help client on a brand new or existing home.

GREEN,  the Green REsource Councilprovides NAR Green Designees with up-to-date resources and ongoing education about: Green materials, Energy-efficient technology, Green ratings, Green design, Green incentives, Green living and more who can help you buy, sell or build green home.

Accredited Staging Professional (ASP®): In a recent study conducted by Stagedhomes, of over 1000 homes, (55% Vacant, 45% occupied) across the United States and Canada, showed that homes that were prepared for sale by an ASP® were on the market 80% less time  than non ASP Staged Homes. And the average ASP Staged Home sold for more dollars average from 7.9 % to 25% or more than non ASP Staged Homes. An ASP® is among the network of more than 21,000 Real Estate Agents and Stagers worldwide, who can provide sellers with the knowledge and tools to sell their homes faster and/or for more money.

NMLS Mortgage Origination License: With this license, the licensee can understand the mortgage origination regulations, procedure, underwriting guidelines from Lenders, Fannie Mae, Freddie Mac, qualification criteria, factors driving the markets / mortgage rates / credit scores, and effectively evaluate buyer, help borrower / buyer close the purchase or refinance transactions in the least amount of time with the least amount of hassle.