Anabel Diaz, CFP®, MSFP, EA
Associate Wealth Manager at Waypoint Wealth Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Santa Cruz, California, United States, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Enrolled Agent (EA)
Internal Revenue ServiceDec, 2022- Nov, 2024 -
Certified Financial Planner (CFP)
CFP BoardApr, 2021- Nov, 2024 -
Financial Life Planning
Golden Gate UniversityApr, 2020- Nov, 2024
Experience
-
Waypoint Wealth Partners
-
United States
-
Investment Management
-
1 - 100 Employee
-
Associate Wealth Manager
-
Jan 2023 - Present
-
-
-
Natural Bridges Financial Advisors
-
United States
-
Financial Services
-
1 - 100 Employee
-
Financial Planner
-
Jan 2017 - Jan 2023
-
-
-
Jacob's Heart Children's Cancer Support Services
-
United States
-
Non-profit Organizations
-
1 - 100 Employee
-
Program Manager
-
Jan 2014 - Jan 2017
-
-
Education
-
2018 - 2020
Golden Gate University
Master of Science - MS, Financial Planning -
2016 - 2018
University of California, Santa Cruz
Bachelors of Arts, Economics -
2014 - 2016
Cabrillo College
Associate of Science - AS, Economics
Community
You need to have a working account to view this content.
Click here to join now
