Aaron Diaz, CFP® serves as Wealth Advisor, Director of Planning at Brezden Wealth Advisors. In his role, Aaron supports the creation and execution of comprehensive wealth management strategies tailored to address complex business owner/exit, retirement, tax, and estate planning challenges.
Prior to his employment at Brezden Wealth Advisors, Aaron worked as a Wealth Advisor at EP Wealth Advisors, Financial Advisor at Merrill Lynch, VP Wealth Advisor at Farther Finance, and Business Consultant at Wells Fargo.
Aaron holds the Certified Financial Planner designation (CFP®) with the CFP Board, both Series 7 and Series 66 FINRA licenses, and insurance licenses in California covering Life, Health, and Variable Contracts.
Aaron currently lives in Mission Viejo, CA with his wife and daughter. In his free time, Aaron enjoys golfing, boxing, and spending time with friends and family.