Giancarlo Diaz-Munio (Certified Student Loan Professional, CFP®)

Giancarlo Diaz-Munio focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Medical Professionals
  • Millennials

Additional Information

Giancarlo Diaz-Munio has been with Freedom Advisory, LLC since 2013. He excels in helping his clients through a financial planning approach toward their financial goals and profile. He also feels a great commitment to every person he has the privilege of working with. Giancarlo understands and recognizes the heavy burden and importance of his role in that person’s life. “I believe that as a CFP® and Financial Advisor, it is my responsibility to always give that 110% for my clients. For every family I work with, I have a mission to impact their lives positively, and I do this by recognizing what really matters in their lives. My clients deposit great trust in my hands, and it is my job to guide them in a way that will be possible for them to meet their financial needs and aspirations. For me, that is so much more than just a number; It is that great retirement life, a paid education for your children or loved ones, a down payment on the first mortgage for someone you hold dear, that great family vacation you always dreamed, etc. Everyone has a different set of needs; that is why it is so important to have that conversation where we can set goals and a strategy that fits their specific needs and desires.” Beyond the office, Giancarlo spends some of his time teaching young physicians the importance of debt management, financial planning 101, and best practices with student loans. Giancarlo graduated from the University of Puerto Rico with a bachelor’s degree in finance and held the CERTIFIED FINANCIAL PLANNER™ and the CERTIFIED STUDENT LOAN PROFESSIONAL™ designations. Outside the finance work, Giancarlo enjoys keeping active by exercising, spending time with family, traveling to new places, experiencing their culture, and enjoying a great meal.

NAPFA Start Date

April 02, 2021