Finalist: Elise Diaz

Financial Advisor
Northwestern Mutual Orange County

With a marketing and business development background, Elise Diaz started her career in the financial services industry as the chief of staff for Northwestern Mutual Irvine. While in that role, she discovered her passion for helping people on an individual level achieve both personal and professional goals, which led to her current position as a financial planner. She is a financial planner with expertise in tax efficiency, risk management, retirement planning, investment strategy, and wealth preservation & distribution.

Diaz works with clients across many different industries but specializes in working with breadwinning women, tech professionals, and women in sales or who own businesses. Her clients can expect to gain clarity and organization around their financial well-being, education on how to address areas of opportunity best, and accountability around the execution of their customized, personal financial plan.