Robert Diaz,
CFP®, AAMS™ Senior Financial AdvisorRobert’s early interest in personal finance, entrepreneurship and how money works ultimately guided him to a career in financial planning. A native to Alton, Illinois, Robert began his career with Waddell & Reed in 2009 and moved to Edward Jones in 2011.
Today, he uses his 10-plus years of experience to help families, business owners and institutions plan and deliberately invest to achieve their goals – whether that’s to put their children through college, retire smart and live their ideal lifestyle, or leave a legacy to their family and loved ones. Robert’s depth of knowledge, quality customer service skills and customized planning approach has made him a sought-after financial advisor in the Riverbend area.
In July 2022, Robert realized a lifelong dream of co-founding and leading his own wealth management firm, Confluence Wealth Management which is aligned with Raymond James. Confluence brings together a team-based approach and personalized financial advice using some of the industry’s most comprehensive resources.
Before his career in finance, Robert earned a degree in economics from the University of Illinois in Champaign. He is a Certified Financial Planner™ professional and holds the Accredited Asset Management Specialist (AAMS®) designation. Robert is an active member of the Alton-Godfrey Rotary Club and has served on several community boards, including The Nature Institute, Alton Main Street and the Alton-Godfrey Rotary.
When not in the office, you can find Robert spending time with his wife, Sam, and their daughter, Ava. He enjoys golfing, traveling and St. Louis sports (Let’s GO Blues!).
Raymond James is not affiliated with any organizations mentioned above.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist℠ are registered service marks of the College for Financial Planning.
