In his current role, Diego provides consultative support to financial advisors and their clients regarding advanced financial planning concepts. His responsibilities include developing and deploying intellectual capital and practice management strategies to drive financial advisor productivity.
Diego also travels nationwide as a bilingual speaker for educational client seminars and financial advisor speaking engagements. Diego serves on multiple non-profit organizations’ boards, is an advocate for financial literacy, and devotes much of his time to helping close the financial knowledge and wealth gaps of underrepresented and low income communities.