Joshua Diaz
Investment Consultant @Charles Schwab
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WORK HISTORY
Investment Consultant @Charles Schwab
Jacksonville, FL, US
EDUCATION
University of Florida
Finance, General
Florida International University
Bachelor of Business Administration - BBA, Banking, Corporate, Finance, and Securities Law
ABOUT JOSHUA DIAZ
Joshua is an Investment Consultant at Charles Schwab, where he helps clients build confidence in their financial futures through personalized guidance, strategic planning, and a commitment to doing what’s right for the investor. He is passionate about simplifying complex financial concepts and creating actionable plans that empower clients to take control of their wealth and “own their tomorrow.” Prior to joining Charles Schwab, Joshua worked at Fidelity Investments as a Workplace Planning Consultant for about 3 years and at Deutsche Bank as a data analyst for about 2 years. He earned his undergraduate degree in Finance from Florida International University.
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