ROBERT DIAZ

I help executives, business owners and sales professionals in the construction and manufacturing industries align their wealth with what matters most to them. Through personalized wealth strategies, I help clients make thoughtful financial decisions and navigate life's most significant transitions with confidence.

My work often centers on helping clients prepare for and navigate major life transitions, including retirement, the sale or succession of a business, career changes, liquidity events, and other significant milestones. These moments often bring complexity and uncertainty, but they also create opportunities. My role is to provide clarity, guidance and a coordinated strategy that helps clients move forward with confidence.

I integrate strategies designed to preserve, enhance, protect and transfer wealth in support of both current and future goals. For clients with charitable ambitions, I help maximize their impact through philanthropic strategies that reflect their values and support the causes most important to them.

I work closely with clients' attorneys, accountants and other trusted professionals to help ensure all aspects of their financial lives are coordinated and aligned. Whether preparing for retirement, exiting a business, launching a new venture or adapting to an unexpected life event, I help bring together the resources and expertise needed to support informed decision making.

I am committed to delivering exceptional service and advice, which is why I hold the CERTIFIED FINANCIAL PLANNER® (CFP®) certification since 2012 and the Accredited Asset Management Specialist™ (AAMS®) designation since 2005.*

Outside of work, I enjoy travel, dancing, soccer, college football, community service through Rotary, and supporting educational initiatives.

Tel 516-349-1204

Email: robert.diaz@edwardjones.com

www.edwardjones.com/us-en/financial-advisor/robert-diaz

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I help executives, business owners and sales professionals in the construction and manufacturing industries align their wealth with what matters most to them. Through personalized wealth strategies, I help clients make thoughtful financial decisions and navigate life's most significant transitions with confidence.

My work often centers on helping clients prepare for and navigate major life transitions, including retirement, the sale or succession of a business, career changes, liquidity events, and other significant milestones. These moments often bring complexity and uncertainty, but they also create opportunities. My role is to provide clarity, guidance and a coordinated strategy that helps clients move forward with confidence.

I integrate strategies designed to preserve, enhance, protect and transfer wealth in support of both current and future goals. For clients with charitable ambitions, I help maximize their impact through philanthropic strategies that reflect their values and support the causes most important to them.

I work closely with clients' attorneys, accountants and other trusted professionals to help ensure all aspects of their financial lives are coordinated and aligned. Whether preparing for retirement, exiting a business, launching a new venture or adapting to an unexpected life event, I help bring together the resources and expertise needed to support informed decision making.

I am committed to delivering exceptional service and advice, which is why I hold the CERTIFIED FINANCIAL PLANNER® (CFP®) certification since 2012 and the Accredited Asset Management Specialist™ (AAMS®) designation since 2005.*

Outside of work, I enjoy travel, dancing, soccer, college football, community service through Rotary, and supporting educational initiatives.

Tel 516-349-1204

Email: robert.diaz@edwardjones.com

www.edwardjones.com/us-en/financial-advisor/robert-diaz

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.