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
- Wealth Advisor, Director of Planning @ (May 2025 - Present)
- Wealth Advisor @ (January 2025 - May 2025)
- Senior Financial Planner @ (October 2023 - January 2025)
- Director, Financial Planning and Analysis @ (June 2022 - September 2023)
- Vice President, Wealth Advisor @ (November 2021 - June 2022)
- Financial Advisor @ (May 2018 - July 2021)
- MS Business Sales Consultant @ (May 2017 - January 2018)
- Business Specialist @ (August 2016 - May 2017)
- Personal Banker @ (March 2016 - August 2016)
- Various Retail Supervisor Positions @ (June 2010 - March 2016)
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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