Aaron Diaz, CFP®

Wealth Advisor

Orange County, California

Contact Aaron

As a Wealth Advisor at EP Wealth Advisors, Aaron Diaz works with clients to achieve their various objectives across a wide spectrum of financial services. Aaron began his career in financial services due to a desire to educate others in a field where he believed he would have the greatest positive impact. Aaron enjoys tackling complex financial concepts and simplifying them in ways that non-financial professionals can understand.
Aaron has worked in financial services since 2016, and in the Wealth Management field specifically since 2018. Prior to joining EPWA, Aaron served as the Director of Financial Planning at Brezden Wealth Advisors (Lincoln Financial), as a VP Financial Advisor at Farther Financial, and as a Financial Advisor at Merrill Lynch.
Aaron received his Bachelor's Degree in Finance with a Financial Planning Specialization from the University of Colorado, Global Campus. Aaron has also obtained his Certified Financial Planner (CFP®) designation from the CFP Board.
Outside of his role at EP Wealth, Aaron enjoys spending time with his wife and kids. His hobbies include golf, boxing and exploring Southern California's culinary scene.