Financial Advisor
Prudential Advisors | Mid-Atlantic Financial Group
AeroLeads people directory · profile
Diamond Chaflawee, Mba, Cfp®, Chfc® Email & Phone Number
Financial Advisor
at
Prudential Advisors | Mid-Atlantic Financial Group
1 work email found
@nylifesecurities.com
5 phones found area 703, 212, 273, and 551
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Rockville, Maryland, United States
Company size
Who is Diamond Chaflawee, Mba, Cfp®, Chfc®? Overview
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Quick answer
Diamond Chaflawee, Mba, Cfp®, Chfc® is listed as Financial Advisor at Prudential Advisors | Mid-Atlantic Financial Group, a with 5 employees, based in Rockville, Maryland, United States. AeroLeads shows a work email signal at nylifesecurities.com, phone signal with area code 703, 212, 273, 551, and a matched LinkedIn profile for Diamond Chaflawee, Mba, Cfp®, Chfc®.
Diamond Chaflawee, Mba, Cfp®, Chfc® previously worked as Financial Advisor at Premier Financial and Financial Advisor at Pruco Securities, LLC at Prudential Financial. Diamond Chaflawee, Mba, Cfp®, Chfc® holds Entrepreneurship: Launching An Innovative Business Specialization, Business Management, 94% from University Of Maryland (Through Coursera).
Company email context
Email format at Prudential Advisors | Mid-Atlantic Financial Group
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*@nylifesecurities.com
68% confidence
AeroLeads found 1 current-domain work email signal for Diamond Chaflawee, Mba, Cfp®, Chfc®. Compare company email patterns before reaching out.
Profile bio
About Diamond Chaflawee, Mba, Cfp®, Chfc®
Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee.Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.My financial planning services cover:• Retirement planning• Education planning• Estate planning strategies• Risk Management• Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements
Listed skills include Product Management, Product Marketing, Strategy, Management, and 41 others.
Current workplace
Diamond Chaflawee, Mba, Cfp®, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Prudential Advisors | Mid-Atlantic Financial Group
13 roles
Diamond Chaflawee, Mba, Cfp®, Chfc® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentFinancial Advisor offering financial planning and investment advisory services through Pruco Securities, LLC. (PRUCO) under the marketing name Prudential Financial Planning Services (PFPS).
Feb 2024 - Present
Financial Advisor At Pruco Securities, Llc
Current• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss… Show more • Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment. Show less
Feb 2024 - Present
Financial Advisor
Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor.
Dec 2022 - Feb 2024
Financial Services Professional
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
May 2019 - Feb 2024
Agent
Agent licensed to sell insurance through New York Life Insurance Company.
Dec 2018 - Feb 2024
Business Development And Sales Consultant
Independent
Jun 2018 - May 2019
Vp Business Development & Sales
May 2017 - Jun 2018
Director, Business Development And Partner Management
Jan 2015 - May 2017
Director Of Marketing And Business Development, Public Safety
Oct 2012 - Dec 2014
Director Of Product Marketing
Mar 2006 - Oct 2012
Product Manager
Nov 2000 - Mar 2006
Marketing Manager
Jan 1999 - Nov 2000
3 education records
Diamond Chaflawee, Mba, Cfp®, Chfc® education
Entrepreneurship: Launching An Innovative Business Specialization, Business Management, 94%
University Of Maryland (Through Coursera)
Mba, Marketing And Finance, Graduated With Honors
Ba, Logistics And Economics
Bar-Ilan University
FAQ
Frequently asked questions about Diamond Chaflawee, Mba, Cfp®, Chfc®
Quick answers generated from the profile data available on this page.
What company does Diamond Chaflawee, Mba, Cfp®, Chfc® work for?
Diamond Chaflawee, Mba, Cfp®, Chfc® works for Prudential Advisors | Mid-Atlantic Financial Group.
What is Diamond Chaflawee, Mba, Cfp®, Chfc®'s role at Prudential Advisors | Mid-Atlantic Financial Group?
Diamond Chaflawee, Mba, Cfp®, Chfc® is listed as Financial Advisor at Prudential Advisors | Mid-Atlantic Financial Group.
What is Diamond Chaflawee, Mba, Cfp®, Chfc®'s email address?
AeroLeads has found 1 work email signal at @nylifesecurities.com for Diamond Chaflawee, Mba, Cfp®, Chfc® at Prudential Advisors | Mid-Atlantic Financial Group.
What is Diamond Chaflawee, Mba, Cfp®, Chfc®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 703, 212, 273, 551 for Diamond Chaflawee, Mba, Cfp®, Chfc® at Prudential Advisors | Mid-Atlantic Financial Group.
Where is Diamond Chaflawee, Mba, Cfp®, Chfc® based?
Diamond Chaflawee, Mba, Cfp®, Chfc® is based in Rockville, Maryland, United States while working with Prudential Advisors | Mid-Atlantic Financial Group.
What companies has Diamond Chaflawee, Mba, Cfp®, Chfc® worked for?
Diamond Chaflawee, Mba, Cfp®, Chfc® has worked for Prudential Advisors | Mid-Atlantic Financial Group, Premier Financial, Prudential Financial, Eagle Strategies Llc, and Nylife Securities Llc.
Who are Diamond Chaflawee, Mba, Cfp®, Chfc®'s colleagues at Prudential Advisors | Mid-Atlantic Financial Group?
Diamond Chaflawee, Mba, Cfp®, Chfc®'s colleagues at Prudential Advisors | Mid-Atlantic Financial Group include Asriel (Ozzie) Marizan.
How can I contact Diamond Chaflawee, Mba, Cfp®, Chfc®?
You can use AeroLeads to view verified contact signals for Diamond Chaflawee, Mba, Cfp®, Chfc® at Prudential Advisors | Mid-Atlantic Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Diamond Chaflawee, Mba, Cfp®, Chfc® attend?
Diamond Chaflawee, Mba, Cfp®, Chfc® holds Entrepreneurship: Launching An Innovative Business Specialization, Business Management, 94% from University Of Maryland (Through Coursera).
What skills is Diamond Chaflawee, Mba, Cfp®, Chfc® known for?
Diamond Chaflawee, Mba, Cfp®, Chfc® is listed with skills including Product Management, Product Marketing, Strategy, Management, Enterprise Software, Leadership, Marketing Strategy, and Strategic Partnerships.
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