Get to know Kenny Diaz

Kenny Diaz works with individuals and families to implement financial strategies based on their respective goals with a focus on preparation for retirement, wealth building, income protection, debt management/elimination and saving for education. Additionally, Kenny works with business owners to provide comprehensive and innovative solutions to help protect them and their business, help to implement key benefits to retain, reward and retire their employees.

Mr. Diaz has 26+ years of experience in the financial services and securities industry previously serving in Client Service and Trade Settlement roles at Citigroup, UBS and Alliance Bernstein and prides himself on being thorough, highly organized, and empathectic when working with his clients. He earned his Bachelor of Arts degree from Binghamton Univeristy in New York and currently holds his FINRA Series 7, 63 & 66 securities registrations as well as Life & Health Insurance Licenses. 

Kenny was born and raised in New York City and has resided with his wife and three children in Ohio since 2013. He enjoys giving back to his community through participation with Westerville Sunrise Rotary and past volunteering opportunities at WARM (Westerville Area Resouce Ministry), LifeCare Alliance, Westerville Youth Baseball League and Mark Twain Elementary Chess Club. He is also an active board member for Spring Grove North Homeowners Association. In his free time, Kenny enjoys spending time with his family and playing his acoustic guitar.