Richard Diaz

Richard Diaz

Financial Advisor, Registered Representative of Securian Financial Services, Inc.

Phone: 517.346.5674
Fax: 517.485.0009
E-mail:


Rich Diaz graduated from Eastern New Mexico University, where he majored in Business Finance. He began his career with The Centennial Group in September of 2003, and since has qualified for The Million Dollar Round Table, and The Senate Club through Securian Financial Services in 2008. Today, Rich provides life and wealth solutions to medical professionals. He has extensive experience in working with residents, fellows, and attending physicians. He has drawn on that expertise to develop a series of educational workshops that are designed to help young physicians make smart financial decisions. Utilizing the wide range of services and support through The Centennial Group and Securian Financial Services, Rich is able to offer financial solutions to his clients in a variety of areas including: • Debt Management • Wealth Accumulation (Investment Solutions) • College Funding Strategies (529 Plans, Educational IRA’s) • Retirement Income Strategies (Qualified vs. Non-Qualified Plans, IRA’s, Rollovers • Insurance Long Term Care Strategies • Estate Planning (Wealth Succession) • Comprehensive Financial Planning • Employee Benefits (Health, Disability, Dental, Vision, Life) • 401K plans • Business Continuation Strategies Rich’s qualifications Include: • Licensed Life & Health Insurance Agent • FINRA Series 6, 63, and 65 Registrations • Variable Life & Annuity Licensed • Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC Personal: Rich Resides in Holt, MI with his wife Michelle and daughter Taylor. He is a current and active member of the National Association of Insurance and Financial Advisors (NAIFA), and the Million Dollar Round Table (MDRT). Rich has a passion and art for music and to this day participates in bands. DOFU 3/20/2010