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Adan H. Diaz, CFP®, CRPC®Certified Financial Planner® practitioner Chartered Retirement Planning Counselor®

Adan H. Diaz, CFP®, CRPC®
Certified Financial Planner® practitioner 
Chartered Retirement Planning Counselor®

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 registered with Ameritas Investment Company, LLC and has committed himself to providing education and resources to his clients.  He has received his designation as a Certified Financial Planner and a Chartered Retirement Planning Counselorsm.  Adan focuses on personal financial planning for individuals, families, 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 member of ChamberAction, a volunteer group with the Indianapolis Chamber of Commerce, as well as Past-President and Past-Vice President of Finance of the Indianapolis Chapter of the American Marketing Association. Adan is a current member of the Financial Planning Association and served as President of the Greater Indiana Chapter in 2013.