Taking an individualized planning approach, Diego De Los Santos focuses on the client and their specific situation. Diego incorporates his clients’ values, risk acceptance and time horizon to strategize and work towards their financial goals. Working hand in hand with his clients, he creates and monitors a client specific financial strategy with an emphasis on year over year improvement.

Joining the financial services industry in 2014, Diego has financial experience in investment planning, retirement planning, and risk management. Diego is also knowledgeable in employee benefits planning, business growth planning, income tax planning, estate planning, and insurance planning. Wanting to provide his clients with the most up to date information, Diego holds his FINRA Series 6, Series 7, Series 63, Series 65, (with Parkland/Sigma) and his life and long-term care insurance.

Diego is actively involved with local schools, encouraging students to begin planning for college at an early age. Away from business, he relaxes by hiking, playing soccer and running marathons. Most importantly Diego enjoys spending time with his family.