Diego Luna
Associate at Treasure Coast Financial Planning
Based in Fort Pierce, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Fort Pierce
Industry
Financial Services
Company size
4
Contact information
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d•••••••@theplanningco.com
Phone
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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.
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