Jose M. Diaz Jr. CFP®
Vice President, The Wealth Group Financial Advisors | Financial Advisor, RJFS
"Know that you can do anything, but not everything."
About
Comprehensive and Personal Wealth Management Grounded in Big-Picture Strategy
Jose is a Financial Advisor with Raymond James Financial Services at Union Savings Bank. While focusing on his clients’ individual financial objectives, Jose believes the most successful investment strategies look at the big picture. Jose strives to provide a comprehensive, strategy-focused approach utilizing investment strategies, retirement planning (including IRAs, 401(k)s), 529 education savings plans, and more.
A Connecticut native, Jose graduated from Central Connecticut State University and completed his CFP® coursework at Fairfield University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the CFA Institute and CFA Society of Hartford. He joined Union Savings Bank in 2011 and Raymond James in 2013.
Jose’s Niche
Providing individuals, families, business owners, and retirees with comprehensive wealth management; from cash flow and tax planning to retirement strategies, risk management, and investments.
Core Values
Delivering personalized, comprehensive financial guidance through collaboration and advanced resources to build lasting relationships and help clients achieve their goals.
Insights
When most people think about investing, they focus on retirement accounts and portfolio performance....
They’re both taxed, so which is better, a Roth IRA or a Traditional IRA? Well, it depends. I’m regul...
There are very few ways in which you can earn something and not have to pay any taxes. And for many ...
Knowledge Is One of the Greatest Investments
