Anabel Diaz (CFP®)

Anabel Diaz focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Middle Income Client Needs
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Middle Income Client Needs
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
August 03, 2021