Aaron Diaz
Aaron Diaz, CFP®, Wealth Advisor, Director of Planning Strategies at Brezden Wealth Advisors
- Role
- Wealth Advisor, Director of Planning at Brezden Wealth Advisors
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Aaron Diaz
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.I am insurance licensed and domiciled in CaIifornia; CA Insurance License Number 0M69401.I am licensed to sell securities in: CA (IAR).I am a registered representative of and offers securities and investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. Brezden Wealth Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA and are not subsidiaries of MassMutual or its affiliated companies. Supervisory Office: 4675 MacArthur Court, Suite 1050, Newport Beach, CA 92660, 94••••••17.
Experience
Wealth Advisor, Director of Planning
May 2025 — Present
Education
Colorado State University Global
Bachelor of Science - BS, Finance and Financial Management Services
University of Georgia - Terry College of Business
Certificate, Financial Planning
Skills
- Social Media
- Microsoft Office
- Sales
- Management
- Social Networking
- Leadership
- Powerpoint
- Microsoft Excel
- Wealth Management
- Public Speaking
- Estate Planning
- Customer Service
- Account Management
- Training and Support
- Inventory Management
- Customer Satisfaction
- Event Planning
- Microsoft Word
- Time Management
- Networking
- Investment Advisory
- Scheduling
- Business Analysis
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