Who We Are
Anthony Diaz is a well known advisor serving Northern CA. With over 30 year’s experience, he is experienced in helping his retiree and pre-retiree clients efficiently plan their financial future. Anthony’s expertise also extends to the needs of business owners.
Believing that each individual’s case is unique, Anthony listens carefully to understand each person’s goals. He utilizes his years of experience and know-how in developing a solution that helps meet his client’s needs and goals.
Active in the industry, Anthony is a past Director of Education (1983-1985) for the San Jose chapter of the National Association of Insurance and Financial Advisors (NAIFA). In 1989, Anthony became the founding member and first President of the Tri-Valley Estate Planning Council in Pleasanton CA.
In 1995, Anthony moved his practice to Modesto CA, where he maintains a diverse client base. Clients range from individuals and families to business owners.