Joseph Joey Diaz Diaz
Managing Director at Baker Tilly US, Private Clients, Northern California
- Role
- Managing Director at Baker Tilly US
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Joseph Joey Diaz Diaz
Joey has worked in the high-net-worth taxation advisory space since 2010. He specializes inconsulting on complex planning areas including equity compensation, pre and post IPO orM & A transaction, legacy family wealth, closely held business owners, private real estateinvestment, financial and retirement, and estate, gift and trusts. Joey has clients all over thecountry, but primarily works with clients in California, with fourteen years serving the SiliconValley market. His job as a personal tax advisor is to build long-term relationships with hisclients, learn about their complex personal balance sheets, and serve as a connector to theother cornerstones of private client advisory including family office and wealth management.Joey is also involved in the firm’s LatinX Business Resource Group and currently serves as theNational Co-Leader for the group. Joey is passionate about ensuring progression forunderrepresented groups in the firm as well as providing opportunities for the next generationof LatinX accountants through his involvement in recruiting and training efforts across NorthernCalifornia.
Experience
Managing Director
Jun 2025 — Present
Moss Adams and Baker Tilly combined in 2025
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