Dieter is a Wealth Advisor, Registered Principal and Branch Manager with Raymond James Financial Services, Inc. His approach to investment strategy benefits from his extensive experience in the industry and his Certified Investment Management Analyst (CIMA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Dieter’s passion lies in understanding all the complexities of his clients’ financial needs. His approach involves a comprehensive analysis resulting in financial plans that drive the relationship.

Prior to joining Raymond James, Dieter was a Wealth Advisor, Senior Investment Management Consultant and Sr. Vice President with Morgan Stanley. During his 18 + year stint at Morgan Stanley, Dieter acted in addition to his primary function as Wealth Advisor, at times as Assistant Branch Manager and Coach to newer employees.

Dieter lives with his wife, Susie and his daughters Esme and Ella in Santa Cruz, CA. His kids, Frank, William and Megan are at various stages in college and their careers. Dieter served on several committees and the board of the local Second Harvest Food Bank. He also served on the Planning Committee of the Women’s Crisis Support center, the board of the local Sunrise Rotary and the Finance Committee of the Silicon Valley Humane Society. He is an active committee member of the Audit Committee of the Second Harvest Food Bank.

Licenses: Series 7, Series 9, Series 10, Series 63, and Series 65