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7 Events That Increase Your Need for Life Insurance
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Elise Diaz
Wealth Management Advisor|ChFC®, CFP®
What We Do
Our MISSION is to help clients feel LESS STRESSED about their financial lives by building an organized, clear financial plan that brings them CLARITY and CONFIDENCE about what they are doing and where they are headed.
When we work with clients, we prioritize and promote financial education. We want the people we work with to feel EMPOWERED and to have a PULSE on what their GAMEPLAN is. Our team takes time to understand our client’s lives, unique details, and goals before we customize a plan that is tailored to them.
We WORK in COLLABORATION with our clients to implement their game plans. We help to address gaps and deficiencies in a plan, hold our clients accountable for important action items, and revisit details as things change. Our desire is to make this process EXCITING and FUN, as we work to ACCOMPLISH FINANCIAL INDEPENDENCE.
We work with clients across many different industries but specialize in working with breadwinning women, tech professionals, and women in sales or who lead organizations.
In the Media
Elise Diaz has been featured in the Orange County Business Journal in its annual “Women in Finance” and "Women in Business" section, honoring women making an impact in the Orange County business community. Her visionary leadership, innovative strategies, and commitment to financial empowerment for women have garnered widespread recognition and admiration. Explore Elise’s journey as she inspires finance professionals to embrace boundless possibilities.
Elise Diaz was selected as a finalist for the Los Angeles Times's annual “Orange County Inspirational Women” leadership awards. This distinguished recognition celebrates her exceptional leadership qualities and the meaningful influence she has had on the Orange County business community. She is deeply honored to stand among these accomplished women and looks forward to continuing her mission of driving positive change in the community.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4