Danilise Diaz, Financial Advisor located in Westbury, NY

Financial Advisor
Danilise Diaz

CFP®, AAMS®, CRPC™, AWMA®
400 Post Ave Suite 404, Westbury, NY 11590opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Healthcare Professionals
  • LGBTQ+ Finances
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA®

    Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Art & Theater
  • Cooking
  • Pets

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(516) 333-1042

Fax

(877) 479-4256

Office Address

400 Post Ave Suite 404
Westbury, NY 11590opens in a new window

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