Ana M Diaz, CFP®, CPFA®

Wealth Advisor

Ana is a graduate of Vassar College, holding undergraduate and master’s degrees in economics. She speaks five languages (English, Spanish, Italian, French, and Portuguese) and holds the CERTIFIED FINANCIAL PLANNER™ designation, among various securities registrations and insurance licenses.

Ana began her career in investment banking in London where she worked with European central banks, governments, and corporations as well as high net worth individuals.

Practice Focus

Ana primarily serves women professionals, business owners, family offices, defined contribution plans, and international residents in the US. Her ability to convey sophisticated financial concepts in the client’s native language helps the clients feel more comfortable.

Independent Platform

Ana is affiliated with one of the largest independent, dually registered broker-dealer/RIA platforms in the US. This provides her with a wide-ranging open product platform to design customized solutions for her clients based on independent insight

Community Involvement

Ana serves on the board of the Junior League of Boca Raton Endowment Fund, the advisory board of a regional hospital, and chairs the alumni admissions effort for Vassar College in South Florida.


Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member of FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.  7700 W Camino Real, Suite 300, Boca Raton, FL 33433. Tel 561-241-5488.

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