Katie Diaz

Katie Diaz

Financial Consultant
CA License No. 0H25287

Phone: 949.223.8271
E-mail:

Katherine Diaz specializes in guiding business owners and high net worth individuals in accumulating and protecting their wealth through comprehensive investments, retirement, estate, and business planning strategies. Katie’s philosophy is to put her clients’ financial needs in the forefront to help ensure their financial security. In addition to utilizing her own knowledge, Katie works with a team of specialists through Tax & Financial Group. Together, they provide innovative solutions and professional direction to assist clients in accomplishing their objectives.

Katie received her Bachelor of Arts degree in Business Finance with an emphasis in Financial Management from California State University of Long Beach. Since then, she has acquired her Series 7 and 66 registrations, along with her Life and Health Insurance License.  Katie is a Registered Representative and an Investment Advisor Representative of Securian Financial Services, Inc. 

Katie is always eager to volunteer for charities and to lend a hand to others. She traveled to New Orleans after Hurricane Katrina to help rebuild a home and volunteer at a homeless shelter. She has also spent several summers in Mexico on mission trips working with the children there. Above that, she finds time to contribute to the Make-A-Wish Foundation and teaches Sunday School at her church for the 3 and 4 year olds.

Katie currently resides in San Juan Capistrano. In her free time, she enjoys being active, snowboarding, going to church, and spending time with her family and friends.