OUR ASSOCIATES

ADAN H. DIAZ, CFP™, CRPC^®

Adan has been involved in the financial services profession since 1993.  He earned a bachelor’s degree in engineering from Purdue University in 1987.  Adan gained valuable business experience working with IBM and Crowe Chizek & Company from 1987 to 1993.

Adan is a registered representative of Ameritas Investment Corp. and has committed himself to providing counsel and resources to his clients.  He has received his designation as a Certified Financial Planner™ and a Chartered Retirement Planning Counselor™.  Adan focuses on personal financial planning for individuals and small businesses.

Through consistent effort and a reputation for outstanding service, he has built a solid client base and expanded his business through referrals from satisfied clients and other professionals.  Adan focuses on listening to his clients and understanding their needs.  By matching individual situations to the most suitable programs, he seeks to help his clients achieve their goals.

Adan resides in Indianapolis, Indiana with his wife, Kimberly and their three children.  Outside the office he is active in the community.  Adan is Past-President and active member of  Chamber Action, a volunteer group with the Indianapolis Chamber of Commerce. He is also Past-President and Past-VP of Finance of the Indianapolis Chapter of the American Marketing Association.  He is a member of the Financial Planning Association and a board member of Young Audiences of Indiana.

CFP™  & Certified Financial Planner™
These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP certificates must also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

CRPC® & Chartered Retirement Planning Counselor^SM
These marks identify those individuals who have successfully completed the Chartered Retirement Planning Counselor Professional Education Program.  The program is administered by the College for Financial Planning® in Denver, CO.  Graduates of the program must complete a specialized study course consisting of 11 modules that provide a general foundation for giving comprehensive retirement planning advice to clients.  The designation is awarded to students after they successfully complete the 11 modules, pass a proctored final exam, and sign a code of ethics commitment and declaration form.