Brandon Diaz is a CERTIFIED FINANCIAL PLANNER® professional. Brandon joined the Entelevest team in November 2022. He is an Associate Financial Planner supporting the team with client relationships, financial planning preparation, analysis, and customer service. Brandon attended St. Thomas University, where he earned his Master of Business Administration Degree with a specialization in Accounting. Brandon was born and raised in Miami, Florida and enjoys activities such as sports, exercise, and fishing.
Brandon has successfully passed the CFA Level I and Level II examinations, demonstrating a strong command of investment analysis, portfolio management, financial reporting, economics, quantitative methods, and ethical and professional standards.
The Chartered Financial Analyst (CFA) Program is widely regarded as one of the most rigorous and respected credentials in the investment profession. The three-level curriculum develops expertise in investment analysis, asset valuation, portfolio construction, wealth management, and ethical decision-making.
Brandon is currently a Level III CFA candidate, where the curriculum focuses on advanced portfolio management, wealth planning, and the practical application of investment strategies for individuals and institutions. Upon successfully completing Level III and meeting the required professional work experience, he will be eligible to earn the CFA charter.