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Daniel Diaz, CFA, CFP® - Email & Phone Number

Wealth Manager at Arete Wealth Management

Daniel Diaz, CFA, CFP® is based out of San Francisco Bay Area and works at Arete Wealth Management as Wealth Manager.

Daniel Diaz, CFA, CFP®'s Contact Information

Latest update
May 1, 2024
Location
San Francisco Bay Area

Daniel Diaz, CFA, CFP®'s Work History

Wealth Manager
Arete Wealth
2019 - Present
Advisory Board Member | Heider College of Business
Creighton University
2020 - Present
Enlace Student Mentor
San José - Evergreen Community College District
2021 - Present

Daniel Diaz, CFA, CFP®'s Education

Bachlors of Science in Business Administration

Daniel Diaz, CFA, CFP®'s Skills

Finance
Leadership
Financial Analysis
Accounting
Social Media
Research

Daniel's current employer

Arete Wealth Management logo

Arete Wealth Management

Description
HQ Location
Nashville, TN, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Daniel Diaz, CFA, CFP®

What company is Daniel Diaz, CFA, CFP® working for?
Daniel Diaz, CFA, CFP® works for Arete Wealth Management.
What is Daniel Diaz, CFA, CFP®'s function at Arete Wealth Management?
Daniel Diaz, CFA, CFP® is Wealth Manager at Arete Wealth Management.
Where is Daniel Diaz, CFA, CFP® based?
Daniel Diaz, CFA, CFP® is based out of San Francisco Bay Area.
Who are Daniel Diaz, CFA, CFP®'s co-workers?
Daniel Diaz, CFA, CFP®'s colleagues are Joshua Rogers, Christopher Ortiz, Heidi Flanagan, Christopher Bond, Corrie Scoby, Todd Doorenbos, Karlton Kleis, Robert Fratkin, Meg Lane, Linda Ieleja Gerstman, Dennis Thurman, David Hock, Erik Olson, Casey Cotton, UnBo Chung, Tucker Bixby, Ben Carlson, Jesse Heisler, Ken Bonal, Rick Brown, Kinta Smith, Adrian Nicholson, Germaine Broussard, Matt Roberson, Kevin Johnston, Roshan Loungani, Adrianna Lucas, Sonia Sabath.
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Daniel's co-workers

Joshua Rogers avatar
Joshua Rogers
CEO & Founder
Christopher Ortiz avatar
Christopher Ortiz
Senior Vice President
Heidi Flanagan avatar
Heidi Flanagan
Senior Vice President, Operations
Christopher Bond avatar
Christopher Bond
Vice President
Corrie Scoby avatar
Corrie Scoby
Senior Director, Compliance
Todd Doorenbos avatar
Todd Doorenbos
Director of Capital Markets
Karlton Kleis avatar
Karlton Kleis
Managing Director of Capital Markets
Robert Fratkin avatar
Robert Fratkin
Financial Planning Consultant , Senior Portfolio Manager
Meg Lane avatar
Meg Lane
Client Services Manager
Linda Ieleja Gerstman avatar
Linda Ieleja Gerstman
Associate General Counsel
Dennis Thurman avatar
Dennis Thurman
High-Net-Worth Investment Advisor
David Hock avatar
David Hock
Chief Financial Officer
Erik Olson avatar
Erik Olson
Wealth Advisor
Casey Cotton avatar
Casey Cotton
Chief Technology Officer
UnBo Chung avatar
UnBo Chung
General Counsel and Chief Compliance Officer
Tucker Bixby avatar
Tucker Bixby
Managing Partner, New England
Ben Carlson avatar
Ben Carlson
Wealth Advisor
Jesse Heisler avatar
Jesse Heisler
Registered Representative
Ken Bonal avatar
Ken Bonal
Sr. Wealth Advisor
Rick Brown avatar
Rick Brown
Financial Planner - Consultant
Kinta Smith avatar
Kinta Smith
Financial Advisor
Adrian Nicholson avatar
Adrian Nicholson
Wealth Advisor
Germaine Broussard avatar
Germaine Broussard
Portfolio Manager, Financial Planning Specialist
Matt Roberson avatar
Matt Roberson
Financial Advisor-Consultant CFP, CBEC
Kevin Johnston avatar
Kevin Johnston
Founding Member/ Registered Representative
Roshan Loungani avatar
Roshan Loungani
Retirement Planning Specialist
Adrianna Lucas avatar
Adrianna Lucas
Operations Assistant
Sonia Sabath avatar
Sonia Sabath
Assistant Manager, Operations
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