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

NAPFA Start Date

August 03, 2021

Submit
Submit

This Office

627 Center St Santa Cruz, CA 95060-3804 Phone: (831) 421-0700 Fax: (831) 713-5579