Ana M Diaz, CFP®, CPFA®

Ana is a graduate of Vassar College, holding undergraduate and master’s degrees in economics. She speaks five languages (English, Spanish, Italian, French, and Portuguese) and holds the CERTIFIED FINANCIAL PLANNER™ designation, among various securities registrations and insurance licenses.

Ana began her career in investment banking in London where she worked with European central banks, governments, and corporations as well as high net worth individuals.