Candida Diaz, CFP®

Financial Planner at Northstar

Candida Diaz, CFP® has a diverse work experience, beginning in 2010 with Bank of America as a Teller Operations Specialist, Personal Banker, and Sales and Service Specialist. In 2014, they began working at Rec Room Company as an Operations Manager and Big Picture Entertainment, LLC as a Business Analyst and AP Manager. In 2015, they started working at UrLife Media as a Finance Operations. In 2018, they founded and served as CEO of Folding Green, LLC. In 2019, they began working at Forbes Capital Solutions Inc. as an Account Manager and Senior Accountant. Currently, they are a Financial Planner at Northstar.

Candida Diaz, CFP® completed a Certificate in Personal Financial Planning: Accelerated Online from UCLA Extension in 2019. Before that, they received a Bachelors of Science in Accounting and Business/Management from the University at Albany, SUNY between 2006 and 2010.

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Northstar

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Northstar is a fintech company that enables employers to offer financial wellness, compensation, and benefits advice. Northstar supports employees' key financial decisions through 1-on-1 CFPs® and innovative financial management tools.


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51-200

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