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Danilise Diaz, Financial Advisor

FINANCIAL ADVISOR
Danilise Diaz

AAMS™, CRPC™
400 Post Ave Suite 404, Westbury, NY 11590opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Healthcare Professionals
  • LGBTQ+ Finances
  • Divorce Finances

About Danilise

I am a passionate, devoted, warm-hearted and results-driven professional. Keep on reading if you would like to learn more about my background and find out why I love what I do.

Family plays a huge role in my life. As a child, I remember telling my parents that I wanted to be a businesswoman when I grew up. They supported my aspirations and pushed me to be the woman I am today. My parents, being from the Dominican Republic, taught me the importance that our culture places on values such as family, community and loyalty. We take care of others...

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Central FloridaBachelors

Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Art & Theater
  • Cooking
  • Pets

Team Members

  • Dawn Galletti
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(516) 333-1042

Fax

(877) 479-4256

Office Address

400 Post Ave Suite 404
Westbury, NY 11590opens in a new window

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