Berenice Diaz

Berenice Diaz is the Founder of One Tree Wealth Management and a financial advisor, with her Broker Dealer, LPL Financial. She began her career in Hotel Management and in 2005, she realized her passion for helping people within the insurance industry. She received her Life and Health Licenses (2006), Series 66 (2016), Series 7 (2016) and SIE (2018) securities registrations, now held with LPL Financial. Over the years, she has worn many hats, including Agent, Trainer, Unit Sales Supervisor Unit Sales Manager to Branch Manager and Investment Adviser Representative. And today…as Founder of One Tree Wealth Management, an independent wealth management practice serving: Arizona, Michigan, Nevada, Oregon, and Utah, and beyond.

Her greatest strength is helping her clients with planning and implementing strategies throughout the retirement process. Additionally, being Bilingual in Spanish has been a benefit to many of her clients, over the years.

Berenice currently holds the following Designations:  ChFC® (Chartered Financial Consultant), CLTC^® (Certification in Long-Term Care), and              RICP® (Retirement Income Certified Professional) conferred by The American College.

When Berenice is not helping clients achieve their financial wellness… she spends time with her spouse, Andres, and two sons, Angel and Jarvin. Her hobbies include a love for travel, hiking, nature, exercise, Yoga, and Pilates.