Verified recordFinancial Services

Diego Luna

Associate at Treasure Coast Financial Planning

Based in Fort Pierce, United States

View on LinkedIn

7-day free trial · no credit card

Seniority

Staff

Department

Finance & Accounting

Location

Fort Pierce

Industry

Financial Services

Company size

4

Contact information

Reveal Diego's email and phone

Direct contact data is gated. Sign up and reveal. You only pay for verified records.

Email

1 credit

d•••••••@theplanningco.com

Phone

5 credits

+1 ••• •••• ••••

You only pay for valid records. Bounced emails and disconnected numbers cost nothing.

Background

About Diego Luna

I am a recent graduate from the University of Central of Central Florida and received my bachelor's degree in Integrated Business, which focuses heavily on developing soft skills and allowing me to adapt to various industries. I am an aspiring CFP professional looking for a full-time, entry level role within the wealth management/financial planning industry given my strong interest in personal finance, investment management, budgeting, markets, etc. and hope to make a positive impact on others’ lives. I was an active member of the Student Financial Planning Association as well as at ALPFA UCF, a professional development organization, and am also the former secretary of the Mexican Student Association. Given my previous roles and current involvement, I have had the opportunity to develop and broaden my skills in various areas pertaining to teamwork, communication, emotional intelligence, problem-solving, and adaptability. This has allowed me to excel in diverse environments with diverse individuals and am confident that it has enabled me to be a valuable asset in both professional and non-professional settings. I am eager to leverage such skills in a given role, continuing my professional development while contributing to organizational success both on a professional and interpersonal level. Outside of this, some of my interests include soccer, going to the gym, and spending time with my family.

Build a list of verified contacts at Treasure Coast Financial Planning

Free for 7 days · 50 credits · no card · only pay for verified records.

Start free

Reach more buyers like Diego

250M+ professionals with verified email and phone. You only pay for records that actually verify.

7-day trial · no credit card · cancel anytime

Diego Luna Email & Phone Number @ Treasure Coast Financial Planning | Kipplo Discover