Julian Diaz

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 866-290-0402

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA Investment Mgt. Co., 2017-2020
  • Sr. Financial Advisor, USAA Investment Mgt. Co., 2014-2017
  • Life Insurance Specialist, USAA Life Co., 2012-2014
  • Loan Officer, USAA FSB, 2009-2012

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