Our Mission

We are here to create confidence & clarity on your journey to financial freedom.

Our team is committed to helping you identify and clearly define your financial priorities. Our audit and analysis work allows us to build a personalized roadmap that will allow you to understand what your capacity is, where you stand, and what you need to do in order to reach your goals.

We are here to help confirm where you have financial strengths, uncover opportunities, and act as a fiduciary in helping you make decisions.

Our goal is for you to have peace of mind as it relates to your financial plan, and ultimately your life.

We value growth, ownership, integrity, and time. We want our clients to know they are entrusting this important part of their lives to a team who honors interpersonal growth, owning responsibilities, and acting with the utmost honesty and care when it comes to what we say, how we follow through and the time we spend in meetings.

We work with clients across many different industries but specialize in working with breadwinning women, tech professionals, and business owners.

sunset

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.

Elise Diaz had the opportunity to connect with Woman’s World and offer her financial advice to readers on ways they can maintain strong credit scores during retirement with a few consumer-friendly tips. Check out the article here!

Elise Diaz Accolades

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

Boost your financial knowledge.