About my practice:
My goal as a financial advisor is to help people achieve their financial goals and dreams. I believe that planning is critical to achieving any goal. I begin by finding out what’s most important to you, then implementing an established process to develop a tailored strategy that provides actionable steps to achieve your financial goals. I offer a long-term partnership that involves listening, educating, questioning, and being proactive and accountable. This process enables me to put you in the best position to achieve your financial goals.
I was fortunate to meet a colleague early during my professional career who showed me the basics about investing. With that knowledge and my own research, I have been able to take several sabbaticals from work to pursue two graduate degrees, travel and do volunteer work. I understand the value of sound advice and pursuing a goal. I now focus my energies helping others achieve their goals.
I began my professional career with GE in Philadelphia after graduating from Cornell University with a Bachelor of Science degree in electrical engineering. Four years after joining GE, I took a leave of absence to pursue a master’s degree in engineering at the University of South Florida. I rejoined GE for a few years until GE sold its aerospace business and then worked for Lockheed Martin until I decided to pursue an MBA at the University of Rochester. After obtaining my MBA, I joined HP’s Chemical Analysis Group in Palo Alto as a financial analyst and after the HP split I joined Agilent Technologies’ life science group. I worked my way up to division controller and after 14 years of helping general managers and vice presidents with their business financial planning and management, I decided to focus my energies on doing the same for individuals, families and small businesses.
During my spare time I enjoy volunteering, bicycling, traveling, hiking and visiting lighthouses.
Office Address1309 S Mary Ave Suite 204
Sunnyvale, CA 94087
Phone NumberRobert W Diaz at (408) 746-3800
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