Dan Diamond is Strategic Financial Group’s Director of Investments & Financial Planning. Dan is a Certified Financial Planner (CFP®) professional and has over 20 years of experience in the financial services industry. In addition to financial planning, Dan specializes in investments and designing workplace retirement plans.
Dan started in the financial services industry in 1993. His prior positions include Vice President for managed portfolios to high net worth individuals for Fisher Investments and Fidelity Investments and Director for Lincoln Financial Group’s Retirement Plan division. He also ran the North American Sales and Marketing group for Enron’s online commodity trading platform and worked in their risk management and trading group.
Dan received his Bachelor of Arts from Indiana University in Bloomington, Indiana. He is a Certified Financial Planner (CFP®) certificant through the Rice University program, a Chartered Retirement Plan Specialist (CRPS® Designee) and holds FINRA series 7, 24 and 66 licenses and Group 1 insurance licenses.
Dan is a native of Louisville, Kentucky but has lived in Houston since 1997 with his wife Laura and three children (Frank, Charlie & Harper).
Volunteer at the Houston Food Bank and other philanthropic endeavors through community and religious affiliations.
Investment Strategies
Retirement Income Planning
Risk Management Strategies
Business Succession Planning
Estate Planning
Charitable Giving
Group Benefits
Insurance Strategies
Retirement Strategies
Business Owners
Check the background of this firm on FINRA’s BrokerCheck | CRN202606-7113531
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