Wealth Manager
Current
2019 - Present
~7 yrs 5 mos
AeroLeads people directory · profile
Daniel Diaz, Cfa, Cfp® Email & Phone Number
Investment Manager at Arete Wealth Management | Advisory Board Member at Heider College of Business, Creighton University
at
Arete Wealth
1 work email found
@aretewealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Manager at Arete Wealth Management | Advisory Board Member at Heider College of Business, Creighton University
Location
San Francisco Bay Area, United States, United States
Company size
Who is Daniel Diaz, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Diaz, Cfa, Cfp® is listed as Investment Manager at Arete Wealth Management | Advisory Board Member at Heider College of Business, Creighton University at Arete Wealth, a company with 37 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at aretewealth.com and a matched LinkedIn profile for Daniel Diaz, Cfa, Cfp®.
Daniel Diaz, Cfa, Cfp® previously worked as Wealth Manager at Arete Wealth and Advisory Board Member | Heider College of Business at Creighton University. Daniel Diaz, Cfa, Cfp® holds Bachlors Of Science In Business Administration, Finance/Analysis Track; Accounting from Creighton University.
Company email context
Email format at Arete Wealth
This section adds company-level context without repeating Daniel Diaz, Cfa, Cfp®'s masked contact details.
*@aretewealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel Diaz, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Daniel Diaz, Cfa, Cfp®
Daniel Diaz, Cfa, Cfp® is a Investment Manager at Arete Wealth Management | Advisory Board Member at Heider College of Business, Creighton University at Arete Wealth. He possess expertise in finance, microsoft excel, microsoft word, jmp statistics program, bloomberg terminal and 15 more skills.
Listed skills include Finance, Microsoft Excel, Microsoft Word, Jmp Statistics Program, and 16 others.
Current workplace
Daniel Diaz, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Arete Wealth
9 roles · 15 years
Daniel Diaz, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Advisory Board Member | Heider College Of Business
CurrentHumbled and Eager to serve as a member of the Heider College of Business Advisory Board at Creighton University.
2020 - Present
~6 yrs 5 mos
Enlace Student Mentor
Current
2021 - Present
~5 yrs 5 mos
Investment Team Lead
C Solutions
2018 - 2019
~1 yr
Financial Analyst, Midwest Region
2017 - 2018
~1 yr
Mortgage Banking Credit Underwriting Program
2015 - 2017
~2 yrs
Tax Preparer || Financial Reporting Consultant
- Tax planning, research and preparation for individuals and corporate clients- Designed a customizable automated financial reporting & accounting system for small businesses - Created brochures and other training materials; - Monitored technical training for staff in Microsoft Excel & the newly implemented reporting system- Presented a comprehensive.
2014 - 2015
~1 yr
Finance Intern
- Maintained claims accounts for all companies distributed to my position. - Contributed and collaborated with other accountants within my department to meet monthly & quarterly deadlines. - Performed monthly trial balances for necessary for completed accurate quarterly statements
2012 - 2014
~2 yrs
Assistant To Vp Of Finance
- Analyzed, consolidates, and presents financial information to budgeting department heads- Resolved discrepancies in University accounts for the accounting department- Reviewed contracts for completeness of content before submission- Prepared visually appealing presentations for the VP of Finance for various board meetings- Assisted in providing financial.
2011 - 2012
~1 yr
Team & coworkers
Colleagues at Arete Wealth
Other employees you can reach at aretewealthmanagement.com. View company contacts for 37 employees →
DM
Dan Meehan
Colleague at Arete WealthAlpharetta, Georgia, United States, United States
View →
TD
Todd Doorenbos
Colleague at Arete WealthDallas County, Iowa, United States, United States
View →
BD
Brandon Disimone
Colleague at Arete WealthUnited States, United States
View →
AG
Adam Gonzalez
Colleague at Arete WealthMiami, Florida, United States, United States
View →
MR
Micah Rayner
Colleague at Arete WealthMount Juliet, Tennessee, United States, United States
View →
MB
Michael Blueweiss
Colleague at Arete WealthMelville, New York, United States, United States
View →
FA
Faysal Alam
Colleague at Arete WealthNew York, New York, United States, United States
View →
MD
Michael D'Andrea
Colleague at Arete WealthNew York City Metropolitan Area, United States
View →
LB
Laura B.
Colleague at Arete WealthUnited States, United States
View →
CT
Cristina Terrana
Colleague at Arete WealthNew York City Metropolitan Area, United States
View →
Dan Meehan
Colleague at Arete WealthAlpharetta, Georgia, United States, United States
View →
TD
Todd Doorenbos
Colleague at Arete WealthDallas County, Iowa, United States, United States
View →
BD
Brandon Disimone
Colleague at Arete WealthUnited States, United States
View →
AG
Adam Gonzalez
Colleague at Arete WealthMiami, Florida, United States, United States
View →
MR
Micah Rayner
Colleague at Arete WealthMount Juliet, Tennessee, United States, United States
View →
MB
Michael Blueweiss
Colleague at Arete WealthMelville, New York, United States, United States
View →
FA
Faysal Alam
Colleague at Arete WealthNew York, New York, United States, United States
View →
MD
Michael D'Andrea
Colleague at Arete WealthNew York City Metropolitan Area, United States
View →
LB
Laura B.
Colleague at Arete WealthUnited States, United States
View →
CT
Cristina Terrana
Colleague at Arete WealthNew York City Metropolitan Area, United States
View →
2 education records
Daniel Diaz, Cfa, Cfp® education
Bachlors Of Science In Business Administration, Finance/Analysis Track; Accounting
Education record
FAQ
Frequently asked questions about Daniel Diaz, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Diaz, Cfa, Cfp® work for?
Daniel Diaz, Cfa, Cfp® works for Arete Wealth.
What is Daniel Diaz, Cfa, Cfp®'s role at Arete Wealth?
Daniel Diaz, Cfa, Cfp® is listed as Investment Manager at Arete Wealth Management | Advisory Board Member at Heider College of Business, Creighton University at Arete Wealth.
What is Daniel Diaz, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @aretewealth.com for Daniel Diaz, Cfa, Cfp® at Arete Wealth.
Where is Daniel Diaz, Cfa, Cfp® based?
Daniel Diaz, Cfa, Cfp® is based in San Francisco Bay Area, United States, United States while working with Arete Wealth.
What companies has Daniel Diaz, Cfa, Cfp® worked for?
Daniel Diaz, Cfa, Cfp® has worked for Arete Wealth, Creighton University, San José - Evergreen Community College District, C Solutions, and Ayco, A Goldman Sachs Company.
Who are Daniel Diaz, Cfa, Cfp®'s colleagues at Arete Wealth?
Daniel Diaz, Cfa, Cfp®'s colleagues at Arete Wealth include Dan Meehan, Todd Doorenbos, Brandon Disimone, Adam Gonzalez, and Micah Rayner.
How can I contact Daniel Diaz, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Diaz, Cfa, Cfp® at Arete Wealth, including work email, phone, and LinkedIn data when available.
What schools did Daniel Diaz, Cfa, Cfp® attend?
Daniel Diaz, Cfa, Cfp® holds Bachlors Of Science In Business Administration, Finance/Analysis Track; Accounting from Creighton University.
What skills is Daniel Diaz, Cfa, Cfp® known for?
Daniel Diaz, Cfa, Cfp® is listed with skills including Finance, Microsoft Excel, Microsoft Word, Jmp Statistics Program, Bloomberg Terminal, Accounting, Public Speaking, and Microsoft Office.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial