Daniel Diaz

Daniel Diaz, CFA, CFP®, has a diverse work experience history. Daniel started their career as an Assistant to the VP of Finance at Creighton University in 2011. Daniel then moved on to work as a Finance Intern at National Indemnity Company, where they maintained claims accounts and collaborated with other accountants. After that, Daniel joined Independence Tax Service LLC as a Tax Preparer and Financial Reporting Consultant.

In 2015, they joined JPMorgan Chase & Co. as part of the Mortgage Banking Credit Underwriting Program. Daniel then transitioned to Ayco, a Goldman Sachs Company, where they served as a Financial Analyst for the Midwest Region. Daniel continued to excel in the finance industry by joining C Solutions as an Investment Team Lead, contributing to the company's investment strategies.

Daniel's expertise expanded further as they took on the role of an Enlace Student Mentor at the San José - Evergreen Community College District in 2021. Daniel also became an Advisory Board Member at Creighton University's Heider College of Business, showcasing their commitment to education and mentorship.

Currently, Daniel works as an Investment Manager at Arete Wealth, utilizing their knowledge and skills to manage investments effectively. Throughout their career, they have demonstrated strong financial analysis and advisory capabilities, making him a valuable asset in the finance industry.

Daniel Diaz, CFA, CFP®, has a Bachelor of Science in Business Administration from Creighton University, where they specialized in the Finance/Analysis track and Accounting. Daniel also attended Jesuit High Sacramento. In terms of certifications, they obtained the Chartered Financial Analyst (CFA) Charterholder designation from the CFA Institute in August 2018. Daniel also holds the Certified Financial Planner (CFP) certification from the CFP Board, which they obtained in April 2021. Additionally, they have several insurance and financial industry-related certifications including Accident and Health Agent, Life-Only Agent, Series 66, and Series 7, which were all obtained in 2018.