Diego has dedicated more than 17 years to helping individuals, families, and business owners protect, grow, and transfer their wealth. As a seasoned Financial Advisor and Director, he delivers personalized investment and asset protection strategies tailored to the unique needs of affluent families and entrepreneurs. His strength lies in advanced financial planning, with a particular focus on designing sustainable income distribution strategies for clients approaching or enjoying retirement.
A graduate of Montclair State University, Diego earned his Bachelor of Arts in Finance and International Business in 2004. He holds FINRA Series 26, 7, 6, 65, and 63 registrations, enabling him to construct dynamic and diversified planning portfolios. His refined approach encompasses asset accumulation, preservation, distribution, and wealth transfer. Diego further advanced his education at The American College, earning the Chartered Financial Consultant (ChFC®) designation.
Currently serving as Senior Partner at Strategic Wealth Solutions and also supports an 1847Financial Firm as a Business Development Director. He is a strong advocate for advisor development, coaching professionals through the LEAP system, and fostering strategic alliances with accountants and attorneys to deliver comprehensive planning solutions. Thanks to his leadership, as a director, Diego is recognized as one of the leading managers nationwide for 1847Financial.
Beyond his professional achievements, Diego is deeply committed to his family. He and his wife, Andrea, are proud parents of four energetic boys—his “mini soccer team.” Passionate about both his children and the sport, Diego hopes to one day coach them toward becoming soccer pros.