LPL Financial
47yrs
Top advisor by experience in San Diego
23yrs
Anna Diaz has worked in the financial industry for 23 years and is a fiduciary financial advisor based in San Diego, California. After four years at Dowling & Yahnke and nine years at Merrill Lynch, Pierce, Fenner & Smith, Anna joined Corient in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Anna holds the CFP® designation.
One of 3648 advisors with offices in San Diego, and one of 3309 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?Top 25% by experience at Corient
Office12265 EL Camino Real Suite 300, San Diego, CA 92130
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowCorientCurrent firm
- 2018 – 2023Dowling & Yahnke, LLCPreviously
- 2009 – 2018
- 2004 – 2009Banc of America Investment Services, Inc.Previously
Questions to ask Anna
Tailored to Anna’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Anna
How do I contact Anna?
Call Corient at (305) 735-2020 and ask for Anna Diaz. Anna works from the San Diego, CA office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2004, about 23 years. Top 25% by experience at Corient.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Anna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stratos Wealth Partners
47yrs
Top 1% by experience in San Diego
LPL Financial
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
UBS Financial Services
46yrs
Top 1% by experience in San Diego