John L. Diaz,  CFP<sup>&reg;</sup> - Financial Advisor

John L. Diaz, CFP®

President & Senior Wealth Strategist

Premier Wealth Advisors, LLC

16th Floor 1411 Broadway, 1411 Broadway
New York, NY 10018-3471
FINANCIAL ADVISOR'S WEBSITE
(800) 499-4143
(212) 752-4343

General

John Diaz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Premier Wealth Advisors, LLC in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 4, 24, 51, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: NY,NJ, CA,FL,CT
  • Health/disability insurance
  • Fixed annuities: NY,NJ, CA,FL,CT
  • Variable annuities: NY,NJ, CA,FL,CT

Broker-Dealer Affiliation

Cetera Financial Group

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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