Robert Diaz, Financial Advisor located in Plainview, NY

Financial Advisor
Robert C Diaz

CFP®, CEPA®, AAMS®
255 Executive Dr Suite 403, Plainview, NY 11803opens in a new window
Accepting New Clients
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Real Estate and Construction
  • Hispanic Family Finances
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Traveling
  • Dancing
  • History and Museums
  • Walking

Team Members

  • Harriet Latona
    Sr. Branch Office Administrator

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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 - 05:00PM
Sat Closed
Sun Closed

Phone

(516) 349-1204

Fax

(877) 249-8656

Office Address

255 Executive Dr Suite 403
Plainview, NY 11803opens in a new window

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