Founding Partner - Managing Director
“ We keep it simple,
we keep it real,
and we do
what we love.”
Zoraida Diaz has over 30 years of experience in the financial service industry. Based in Miami, she specializes in providing holistic wealth management for US and South American individuals and families of significant means, with a concentration on Mexican and Venezuelan clients.
Zoraida provides fully transparent and disciplined investment management, as well as lasting relationships based on integrity and personalized superior client service. She maintains her series 6, 7, 63, 65, Life and Variable Annuity licenses and registrations.
Zoraida understands the specific needs of her clients and utilizes an approach to investing that embraces a macro view of the markets in conjunction with an advice-for-life philosophy. She makes herself available to her clients 24/7 and always keeps her clients’ best interests top of mind.