Julio Diaz
Julio Diaz
Financial Advisor
(407) 228-7600
5990 Metro West Blvd
Orlando, FL 32835
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My Background

Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate solution for you.

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When I first started in the financial industry, I was given wise words from a mentor: “Whatever you decide to do in this industry, make sure you’re able to sleep at night. Always do right by your clients and you’ll sleep comfortably.”

Since then, I always strive to keep the clients’ needs in the forefront. My entire practice revolves around an interactive approach, which includes fully understanding the clients’ objectives, timeframes, risk tolerance, assets and investment experience. I stay engaged with the client to ensure that the plan is on course and make appropriate changes as life happens. I have never told the clients what they need – they tell me.  I am fully versed in all areas of the financial industry, including retirement planning, financial planning, life insurance, education funding, active portfolio management and much more.  I am committed to be fully engaged throughout the process and set the client up for future success.

On a personal side, I studied at York College in Business Administration. I am a registered representative with the Financial Industry Regulatory Authority, Inc. (FINRA) and have more than 16 years in the financial industry. When I’m not working, I enjoy spending time with my wife Brunilda and our six-year-old daughter Serenity.

 

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Professional Services
  • Investment Management for Seniors
  • Retirement Planning
  • Investment Management
  • Education Funding
  • Wealth Preservation
  • Wealth Management
  • Life Insurance Planning
  • Retirement Income Planning
  • Long Term Care Insurance
  • Tax-advantaged Investment Planning