Robert C Diaz

Background

About Robert C Diaz

I focus on creating and applying bespoke wealth strategies for executives, business owners and sales professionals in the construction and manufacturing industries. Thus, helping provide a greater alignment between their finances and their lives.Clients value our process of taking time to understand them and their families, as people first, before making a single financial recommendation. This alignment to their personal values and goals enables us to deliver appropriate outcomes tailored uniquely to them and their vision.I integrate strategies to help with preserving, enhancing, protecting and transferring wealth to support my clients' goals – both now and for the future. For charitable initiatives, I help maximize clients' impact by tailoring strategies that align with and advance their philanthropic objectives.I partner with our clients legal and accounting professionals working in concert for the benefit of the client. Whether it's a business sale, business launch, career change or life transition, I am there along with my network to provide solutions.I strive for excellence in the service and advice I provide to my clients, so I have held the CERTIFIED FINANCIAL PLANNER®, CFP®, certification since 2012 and the AAMS® designation since 2005.In 2015, I was invited to become a limited partner of Edward Jones. I earned my bachelor's degree in engineering from Manhattan University, started in the utility industry, and transitioned to financial services to pursue my passion of helping others achieve better financial outcomes.In my spare time, I enjoy travel, dancing, soccer, college football, volunteering in the community through Rotary and supporting educational causes.My family and I reside in Nassau County on Long Island. Tel 516-349-1204 Email: robert.diaz@edwardjones.com The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice instructions to opt out of Edward Jones commercial messaging and other important disclosures, see