Anabel Diaz-Garcia (CFP®)
Anabel Diaz-Garcia focuses in the
following client markets or areas of practice:
- AUM
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Millennials
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Anabel is a CERTIFIED FINANCIAL PLANNER™ and an Financial Advisor. She brings over six years of experience in the financial planning and tax preparation industry. Anabel has a genuine passion for helping clients achieve their life goals and providing them with a sense of security, compassion, and peace of mind throughout their financial journey.
Anabel graduated from the University of California, Santa Cruz with a B.A in Economics and M.S in Financial Planning from Golden Gate University. Anabel is also an IRS Enrolled Agent. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
NAPFA Start Date
January 13, 2026
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