Adan H. Diaz,  CFP<sup>&reg;</sup> - Financial Advisor

Adan H. Diaz, CFP®

Owner/Partner

Fresco Financial Advisers LLC

3815 River Crossing pkwy, ste 180
Indianapolis, IN 46240
FINANCIAL ADVISOR'S WEBSITE
(317) 846-9702

General

Adan Diaz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fresco Financial Advisers LLC in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, Chartered Retirement PLanning Counselor

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources