Guillermo Diaz
Chief Financial Officer | Wealth Manager for High Earners with $1M+ in Assets | Serving People For 18 Years
- Role
- Chief Financial Officer at Chacon Diaz & Di Virgilio
- Location
- Gainesville, FL, US
- LinkedIn followers
- 500 followers
About Guillermo Diaz
I have the curiousity of a dog tracking something in the woods. I started off as a mechanical engineer and led multi-million dollar projects until one day, my love of numbers led me to investing in stocks and financial analysis. After successfully trading and outearning my salary, I changed careers to follow my passion. Returning to the University of Florida at the age of 28 for my MBA, I graduated and earned my CFA so I could help others triumph in life. Now, I have a dual role of serving businesses as a Fractional CFO and being a Partner at my wealth management firm for individuals earning $250k+ a year or that have $1m+ in assets. I have a wonderful wife and 3 kids that we homeschool. In my spare time, I have a wrestling program partnered with FCA to teach kids about grit, strength and character.
Experience
Chief Financial Officer
Apr 2023 — Present · Gainesville, FL, US
As CFO of Sun & Moo, I lead financial management initiatives that drive sustainable growth and operational excellence for an innovative consumer products company. I oversee cash flow analysis, budgeting, and financial reporting while developing strategic financial plans and accurate sales forecasts to support product rollouts and business objectives. By negotiating favorable pricing agreements with manufacturers, I optimize costs and enhance profitability. A key achievement includes scaling the company from startup to over $1M in sales within the first year, establishing a strong financial foundation for continued innovation and market expansion.
Education
University of Florida
Masters of Business Administration, Finance and Securities Analysis
2002 — 2004
University of Florida
Bachelor of Science, Mechanical Engineering
1993 — 1998
Coral Gables High
High School Diploma
Skills
- Public Speaking
- Retirement Planning
- Estate Planning
- Financial Analysis
- Wealth Management
- Portfolio Management
- Financial Planning
- Leadership
- Finance
- Management
- Financial Advisory
- Budgets
- Strategic Planning
- Customer Service
- Investments
- Strategic Financial Planning
- Asset Allocation
- Corporate Finance
- Retirement
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