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 passed the CFA Level 1 exam. The CFA Program is a three-part exam that tests the fundamentals of investment tools, asset classes, portfolio construction, and ethical and professional standards. The curriculum for the Level I exam is focused on the knowledge and comprehension of investment tools and asset classes and covers basic concepts in portfolio construction.
Brandon is currently enrolled in the CFA Level 2 program.