Jose R. Diaz Managing Director

786-532-1571 /

With more than 23 years of experience in financial planning and investment management, Jose R. Diaz has the accumulated knowledge and perspective to help you with your financial goals. Jose understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jose will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

Jose endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Jose designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Jose puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.

Jose began his career in financial services in 1998 and previously spent the most recent 20 years with Wells Fargo Advisors. Today, Jose provides financial and estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more, through Alex. Brown – Raymond James.

Jose is a native of Miami, Florida, and lives here today. Away from the office, Jose enjoys boating, diving, fishing and, most of all, spending time with his wife and two children.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.