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Adan H. Diaz, CFP®

Grunawalt Baer Diaz Financial

1040 E 86th St
Ste 44-H
Indianapolis, IN 46240-1865
Phone: (317) 846-9702
Fax: (317) 846-8742

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

Foreign Languages
  • English
  • Spanish

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 66
Insurance Licenses
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, Chartered Retirement PLanning Counselor
Broker-Dealer Affiliation
Ameritas Investment Corp.

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.