Aaron Diaz Email & Phone Number
Wealth Advisor, Director of Planning @ Brezden Wealth Advisors
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Aaron Diaz Location
- Newport Beach, CA, US
Aaron Diaz Work
- 2025 -now Wealth Advisor, Director of Planning @
- 2025 -2025 Wealth Advisor @
- 2023 -2025 Senior Financial Planner @
- 2022 -2023 Director, Financial Planning and Analysis @
- 2021 -2022 Vice President, Wealth Advisor @
- 2018 -2021 Financial Advisor @
- 2017 -2018 MS Business Sales Consultant @
- 2016 -2017 Business Specialist @
- 2016 -2016 Personal Banker @
- 2010 -2016 Various Retail Supervisor Positions @
Aaron Diaz Education
- University of Georgia - Terry College of Business
Certificate (Financial Planning)
- Colorado State University Global
Bachelor of Science - BS (Finance and Financial Management Services)
Aaron Diaz Skills
- Account Management
- Customer Service
- Sales
- Customer Satisfaction
- Inventory Management
- Microsoft Office
- Time Management
- Microsoft Word
- Leadership
- PowerPoint
- Social Media
- Social Networking
- Microsoft Excel
- Public Speaking
- Scheduling
- Training and Support
- Event Planning
- Outlook
- Research
- Retail
- Management
- Wealth Management
- Estate Planning
- Investment Advisory
- Business Analysis
- Networking
Aaron Diaz Summary
- Aaron Diaz, based in Newport Beach, CA, US, is currently a Wealth Advisor, Director of Planning at Brezden Wealth Advisors. Aaron Diaz brings experience from previous roles at EP Wealth Advisors, Brezden Wealth Advisors and Farther. Aaron Diaz holds a Certificate in Financial Planning @ University of Georgia - Terry College of Business. With a robust skill set that includes Account Management, Customer Service, Sales, Customer Satisfaction, Inventory Management and more. Aaron Diaz has 2 emails and 3 mobile phone numbers on RocketReach.
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