Elise Diaz
Wealth Management Advisor at Northwestern Mutual
- Role
- Wealth Management Advisor at Northwestern Mutual - Orange County
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Elise Diaz
Our MISSION is to help clients feel LESS STRESSED about their financial lives by building an organized, clear financial plan that brings them CLARITY and CONFIDENCE about what they are doing and where they are headed.When we work with clients, we prioritize and promote financial education. We want the people we work with to feel EMPOWERED and to have a PULSE on what their GAMEPLAN is. Our team takes time to understand our client’s lives, unique details, and goals before we customize a plan that is tailored to them.We WORK in COLLABORATION with our clients to implement their game plans. We help to address gaps and deficiencies in a plan, hold our clients accountable for important action items, and revisit details as things change. Our desire is to make this process EXCITING and FUN, as we work to ACCOMPLISH FINANCIAL INDEPENDENCE. We work with clients across many different industries but specialize in working with breadwinning women, tech professionals, and women in sales or who lead organizations.Feel free to contact me with questions or to book an initial consultation at
Experience
Wealth Management Advisor
Northwestern Mutual - Orange County
Apr 2025 — Present · Irvine, CA, US
Education
CSUSM College of Business
Service Sector Management
2003 — 2008
Skills
- Marketing
- Cross-Functional Team Leadership
- Online Marketing
- Fundraising
- Marketing Strategy
- Networking
- Social Networking
- Negotiation
- Customer Service
- Leadership Development
- Sales Management
- Strategic Planning
- Time Management
- Entrepreneurship
- Social Media
- Public Relations
- Professional Networking
- Management
- Team Building
- Program Management
- Direct Sales
- Strategy
- Social Media Marketing
- Strategic Partnerships
- Microsoft Office
- Sales
- Budgets
- Inventory Management
- Community Outreach
- Project Management
- Coaching
- Business Development
- Consulting
- Small Business
- Leadership
- Training
- New Business Development
- Event Planning
- Analysis
- Account Management
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