Robert Diaz, Financial Advisor located in Sunnyvale, CA

Financial Advisor
Robert W Diaz

MBA, AAMS®
1309 S Mary Ave Suite 204, Sunnyvale, CA 94087opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Hispanic Family Finances
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Lilibeth Peterson
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(408) 542-0006

Fax

(877) 341-4720

Office Address

1309 S Mary Ave Suite 204
Sunnyvale, CA 94087opens in a new window

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