Morgan Stanley
46yrs
Top advisor by experience in Woodland Hills
4yrs
Celeste Diaz
Financial advisor at Strategic Advisers
Celeste Diaz is a fiduciary financial advisor in Woodland Hills, California, with 4 years in the industry. Celeste joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 373 advisors with offices in Woodland Hills, and one of 329 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office6363 Topanga Canyon Blvd, Woodland Hills, CA 91367
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2025 – nowStrategic Advisers LLCCurrent firm
Contact Celeste
(617) 563-7000Firm headquarters in Boston, MA. Ask for Celeste. 6363 Topanga Canyon BlvdWoodland Hills, CA 91367Office · Get directions
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Questions to ask Celeste
Tailored to Celeste’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 Celeste
How do I contact Celeste?
Call Strategic Advisers at (617) 563-7000 and ask for Celeste Diaz. Celeste works from the Woodland Hills, CA office.
How long has Celeste been a financial advisor?
Celeste has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Celeste hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Celeste a fiduciary?
Celeste is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Celeste paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Celeste 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.
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