Merrill Lynch Financial Advisor David Diaz

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

David Diaz is a financial advisor based in Fort Lauderdale, Florida, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to the unique goals, risk tolerance, time horizon, and liquidity needs of his clients. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), David provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys with informed decision-making.

Reviews

Location

Business Information