Get to know Kenny Diaz

Kenny has 24 years of experience in the financial services industry previously serving in Client Service and Trade Settlement roles at Citigroup, UBS and Alliance Bernstein.  He focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement.

Kenny is interested in helping individuals and families focus on all aspects of personal finance, including but not limited to developing strong savings and investment habits while promoting debt management. Kenny also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. Kenny prides himself on being thorough, highly organized, and empathetic when working with his clients. He strives towards gaining understanding of your financial situation through interaction to provide individualized guidance.

Kenny was born and raised in New York City and moved to central Ohio in 2013. He is married and has three children. Kenny enjoys giving back to his community through his charitable involvements. In his free time, Kenny enjoys spending time with his family and playing his acoustic guitar.

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